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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 | $65,035 | $46,599+39.6% | $64,101+1.5% | $75,173-13.5% |
| Participation rate | 17.9% | 65.9%-48.1pp | 72.3%-54.5pp | 67.2%-49.3pp |
| Annual return | 73.78% | 26.06%+47.7pp | 33.72%+40.1pp | 160.72%-86.9pp |
| Employer contribution / active EE | $203 | $1,975-89.7% | $2,749-92.6% | $2,671-92.4% |
| Participant deferral / active EE | $778 | $2,837-72.6% | $3,881-79.9% | $4,126-81.1% |
| Admin fee / account holder | $526 | $2,956-82.2% | $3,070-82.9% | $5,651-90.7% |