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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 | $72,980 | $64,010+14.0% | $108,359-32.6% | $64,340+13.4% |
| Participation rate | 25.1% | 49.4%-24.3pp | 70.1%-45.0pp | 55.2%-30.1pp |
| Annual return | 40.22% | 19.74%+20.5pp | 36.89%+3.3pp | 24.14%+16.1pp |
| Employer contribution / active EE | $16 | $1,029-98.4% | $2,399-99.3% | $1,862-99.1% |
| Participant deferral / active EE | $1,035 | $2,395-56.8% | $4,137-75.0% | $2,980-65.3% |
| Admin fee / account holder | $5,418 | $4,885+10.9% | $9,741-44.4% | $3,703+46.3% |