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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 | $66,628 | $57,057+16.8% | $85,009-21.6% | $80,874-17.6% |
| Participation rate | 13.3% | 56.4%-43.1pp | 67.5%-54.2pp | 67.6%-54.4pp |
| Annual return | 12.47% | 21.66%-9.2pp | 66.47%-54.0pp | 35.62%-23.1pp |
| Employer contribution / active EE | $112 | $1,799-93.8% | $2,728-95.9% | $2,756-95.9% |
| Participant deferral / active EE | $915 | $3,112-70.6% | $4,522-79.8% | $4,297-78.7% |
| Admin fee / account holder | $8,511 | $4,986+70.7% | $6,153+38.3% | $6,935+22.7% |