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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 | $68,790 | $102,385-32.8% | $147,080-53.2% | $80,935-15.0% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.3pp |
| Annual return | 14.83% | 135.09%-120.3pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $467 | $3,717-87.4% | $4,933-90.5% | $2,757-83.0% |
| Participant deferral / active EE | $7,332 | $6,651+10.2% | $8,066-9.1% | $4,299+70.5% |
| Admin fee / account holder | $1,031 | $7,951-87.0% | $12,989-92.1% | $6,924-85.1% |