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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 | $15,348 | $52,580-70.8% | $71,671-78.6% | $70,126-78.1% |
| Participation rate | 67.1% | 60.9%+6.2pp | 68.7%-1.6pp | 69.5%-2.4pp |
| Annual return | 21.66% | 20.25%+1.4pp | 20.65%+1.0pp | 73.15%-51.5pp |
| Employer contribution / active EE | $165 | $1,616-89.8% | $2,460-93.3% | $2,343-92.9% |
| Participant deferral / active EE | $1,654 | $2,386-30.7% | $3,438-51.9% | $3,332-50.4% |
| Admin fee / account holder | $770 | $3,653-78.9% | $5,558-86.1% | $4,645-83.4% |