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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 | $71,410 | $59,804+19.4% | $81,982-12.9% | $79,856-10.6% |
| Participation rate | 62.9% | 61.6%+1.2pp | 69.3%-6.4pp | 69.6%-6.8pp |
| Annual return | 17.01% | 17.56%-0.6pp | 41.31%-24.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $205 | $1,713-88.0% | $2,498-91.8% | $2,471-91.7% |
| Participant deferral / active EE | $975 | $2,695-63.8% | $3,722-73.8% | $3,741-73.9% |
| Admin fee / account holder | $11,891 | $4,288+177.3% | $5,665+109.9% | $5,306+124.1% |