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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 | $66,059 | $41,016+61.1% | $152,093-56.6% | $64,097+3.1% |
| Participation rate | 48.6% | 51.3%-2.7pp | 77.8%-29.1pp | 55.2%-6.5pp |
| Annual return | 35.34% | 39.60%-4.3pp | 66.36%-31.0pp | 34.64%+0.7pp |
| Employer contribution / active EE | $38 | $1,342-97.2% | $4,175-99.1% | $1,891-98.0% |
| Participant deferral / active EE | $1,537 | $1,927-20.3% | $5,451-71.8% | $3,080-50.1% |
| Admin fee / account holder | $5,049 | $2,305+119.0% | $14,497-65.2% | $3,454+46.2% |