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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 | $76,217 | $65,034+17.2% | $90,970-16.2% | $79,856-4.6% |
| Participation rate | 15.0% | 61.6%-46.6pp | 69.0%-54.0pp | 69.6%-54.6pp |
| Annual return | 11.64% | 30.45%-18.8pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $118 | $1,247-90.6% | $2,122-94.5% | $2,471-95.2% |
| Participant deferral / active EE | $1,500 | $2,512-40.3% | $3,373-55.5% | $3,741-59.9% |
| Admin fee / account holder | $5,702 | $4,536+25.7% | $5,961-4.3% | $5,306+7.4% |