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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 | $28,739 | $53,128-45.9% | $86,582-66.8% | $70,126-59.0% |
| Participation rate | 67.4% | 65.3%+2.1pp | 73.5%-6.2pp | 69.5%-2.1pp |
| Annual return | 14.94% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $213 | $2,068-89.7% | $2,839-92.5% | $2,343-90.9% |
| Participant deferral / active EE | $1,446 | $2,695-46.3% | $3,609-59.9% | $3,332-56.6% |
| Admin fee / account holder | $978 | $3,584-72.7% | $4,904-80.1% | $4,645-78.9% |