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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 | $66,231 | $63,456+4.4% | $100,712-34.2% | $64,097+3.3% |
| Participation rate | 29.4% | 49.7%-20.3pp | 69.3%-39.9pp | 55.2%-25.8pp |
| Annual return | 15.64% | 19.65%-4.0pp | 33.27%-17.6pp | 34.64%-19.0pp |
| Employer contribution / active EE | $114 | $1,003-88.7% | $2,313-95.1% | $1,891-94.0% |
| Participant deferral / active EE | $1,136 | $2,463-53.9% | $4,085-72.2% | $3,080-63.1% |
| Admin fee / account holder | $1,726 | $4,808-64.1% | $9,256-81.3% | $3,454-50.0% |