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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 | $70,112 | $61,391+14.2% | $149,723-53.2% | $71,529-2.0% |
| Participation rate | 34.4% | 62.5%-28.1pp | 78.8%-44.4pp | 67.9%-33.5pp |
| Annual return | 15.68% | 35.88%-20.2pp | 134.50%-118.8pp | 28.97%-13.3pp |
| Employer contribution / active EE | $283 | $2,384-88.1% | $4,821-94.1% | $2,590-89.1% |
| Participant deferral / active EE | $1,501 | $2,921-48.6% | $5,682-73.6% | $4,291-65.0% |
| Admin fee / account holder | $1,575 | $1,264+24.6% | $13,215-88.1% | $1,588-0.9% |