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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 | $62,194 | $65,575-5.2% | $86,209-27.9% | $75,181-17.3% |
| Participation rate | 64.0% | 60.5%+3.5pp | 69.0%-5.0pp | 67.2%-3.2pp |
| Annual return | 12.87% | 46.07%-33.2pp | 1169.05%-1156.2pp | 160.69%-147.8pp |
| Employer contribution / active EE | $286 | $1,553-81.6% | $2,381-88.0% | $2,671-89.3% |
| Participant deferral / active EE | $1,852 | $3,023-38.7% | $3,986-53.5% | $4,126-55.1% |
| Admin fee / account holder | $2,346 | $5,470-57.1% | $6,853-65.8% | $5,650-58.5% |