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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 | $79,680 | $71,230+11.9% | $93,727-15.0% | $80,959-1.6% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.7%-7.1pp |
| Annual return | 13.36% | 11.26%+2.1pp | 133.83%-120.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $334 | $1,565-78.7% | $2,421-86.2% | $2,757-87.9% |
| Participant deferral / active EE | $2,321 | $4,037-42.5% | $4,417-47.5% | $4,300-46.0% |
| Admin fee / account holder | $18,238 | $6,961+162.0% | $8,292+120.0% | $6,925+163.4% |