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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 | $76,179 | $77,788-2.1% | $119,126-36.1% | $64,728+17.7% |
| Participation rate | 17.9% | 69.4%-51.5pp | 75.8%-57.9pp | 57.9%-40.0pp |
| Annual return | 17.79% | 13.19%+4.6pp | 282.11%-264.3pp | 49.38%-31.6pp |
| Employer contribution / active EE | $613 | $4,031-84.8% | $4,034-84.8% | $2,243-72.7% |
| Participant deferral / active EE | $1,258 | $2,599-51.6% | $5,318-76.3% | $2,729-53.9% |
| Admin fee / account holder | $2,439 | $1,365+78.6% | $10,693-77.2% | $1,145+112.9% |