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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 | $78,189 | $56,110+39.3% | $94,993-17.7% | $70,126+11.5% |
| Participation rate | 6.7% | 65.0%-58.3pp | 73.9%-67.2pp | 69.5%-62.9pp |
| Annual return | 19.77% | 51.02%-31.3pp | 27.14%-7.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $240 | $1,442-83.4% | $2,603-90.8% | $2,343-89.8% |
| Participant deferral / active EE | $1,600 | $2,391-33.1% | $3,317-51.8% | $3,332-52.0% |
| Admin fee / account holder | $739 | $3,456-78.6% | $4,960-85.1% | $4,645-84.1% |