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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,748 | $84,236-6.5% | $170,435-53.8% | $70,126+12.3% |
| Participation rate | 14.3% | 70.8%-56.5pp | 83.6%-69.3pp | 69.5%-55.3pp |
| Annual return | 24.35% | 23.06%+1.3pp | 205.94%-181.6pp | 73.15%-48.8pp |
| Employer contribution / active EE | $279 | $3,387-91.8% | $5,432-94.9% | $2,343-88.1% |
| Participant deferral / active EE | $1,269 | $3,086-58.9% | $4,939-74.3% | $3,332-61.9% |
| Admin fee / account holder | $2,689 | $5,698-52.8% | $13,881-80.6% | $4,645-42.1% |