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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 | $78,950 | $58,627+34.7% | $76,735+2.9% | $82,448-4.2% |
| Participation rate | 46.9% | 63.2%-16.3pp | 69.5%-22.6pp | 68.1%-21.2pp |
| Annual return | 13.51% | 39.10%-25.6pp | 29.77%-16.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $25 | $1,729-98.6% | $2,454-99.0% | $2,551-99.0% |
| Participant deferral / active EE | $1,114 | $3,134-64.5% | $4,088-72.8% | $4,139-73.1% |
| Admin fee / account holder | $8,807 | $5,323+65.5% | $7,189+22.5% | $7,234+21.7% |