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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 | $51,068 | $65,555-22.1% | $86,216-40.8% | $75,173-32.1% |
| Participation rate | 61.4% | 60.5%+0.9pp | 69.0%-7.6pp | 67.2%-5.8pp |
| Annual return | 13.49% | 46.07%-32.6pp | 1169.42%-1155.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $243 | $1,553-84.3% | $2,382-89.8% | $2,671-90.9% |
| Participant deferral / active EE | $2,415 | $3,023-20.1% | $3,986-39.4% | $4,126-41.5% |
| Admin fee / account holder | $6,156 | $5,469+12.6% | $6,853-10.2% | $5,651+9.0% |