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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 | $24,168 | $63,764-62.1% | $81,926-70.5% | $79,858-69.7% |
| Participation rate | 67.9% | 67.5%+0.4pp | 72.0%-4.1pp | 69.6%-1.8pp |
| Annual return | 12.68% | 22.66%-10.0pp | 29.49%-16.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $313 | $1,795-82.6% | $4,310-92.7% | $2,471-87.3% |
| Participant deferral / active EE | $1,584 | $2,780-43.0% | $7,108-77.7% | $3,740-57.7% |
| Admin fee / account holder | $5,459 | $4,426+23.3% | $5,159+5.8% | $5,306+2.9% |