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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 | $12,642 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 67.6% | 66.4%+1.2pp | 77.8%-10.2pp | 68.1%-0.5pp |
| Annual return | 14.09% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $81 | $2,614-96.9% | $4,154-98.0% | $2,551-96.8% |
| Participant deferral / active EE | $4,463 | $3,214+38.9% | $5,453-18.1% | $4,139+7.8% |
| Admin fee / account holder | $1,919 | $6,352-69.8% | $14,116-86.4% | $7,234-73.5% |