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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 | $69,277 | $54,757+26.5% | $90,304-23.3% | $72,975-5.1% |
| Participation rate | 4.5% | 65.2%-60.6pp | 73.3%-68.7pp | 69.5%-64.9pp |
| Annual return | 26.74% | 30.63%-3.9pp | 78.13%-51.4pp | 81.01%-54.3pp |
| Employer contribution / active EE | $164 | $2,093-92.1% | $2,855-94.2% | $2,440-93.3% |
| Participant deferral / active EE | $849 | $2,887-70.6% | $3,885-78.1% | $3,608-76.5% |
| Admin fee / account holder | $999 | $3,973-74.9% | $5,354-81.3% | $5,124-80.5% |