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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 | $64,879 | $46,599+39.2% | $64,101+1.2% | $75,173-13.7% |
| Participation rate | 27.0% | 65.9%-38.9pp | 72.3%-45.3pp | 67.2%-40.2pp |
| Annual return | 13.85% | 26.06%-12.2pp | 33.72%-19.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $244 | $1,975-87.7% | $2,749-91.1% | $2,671-90.9% |
| Participant deferral / active EE | $891 | $2,837-68.6% | $3,881-77.0% | $4,126-78.4% |
| Admin fee / account holder | $302 | $2,956-89.8% | $3,070-90.2% | $5,651-94.7% |