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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 | $43,229 | $61,391-29.6% | $149,723-71.1% | $71,529-39.6% |
| Participation rate | 64.1% | 62.5%+1.6pp | 78.8%-14.7pp | 67.9%-3.9pp |
| Annual return | 15.63% | 35.88%-20.2pp | 134.50%-118.9pp | 28.97%-13.3pp |
| Employer contribution / active EE | $185 | $2,384-92.2% | $4,821-96.2% | $2,590-92.9% |
| Participant deferral / active EE | $1,513 | $2,921-48.2% | $5,682-73.4% | $4,291-64.7% |
| Admin fee / account holder | $5,830 | $1,264+361.1% | $13,215-55.9% | $1,588+267.0% |