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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 | $65,792 | $82,133-19.9% | $147,318-55.3% | $64,097+2.6% |
| Participation rate | 40.7% | 62.3%-21.5pp | 82.1%-41.3pp | 55.2%-14.5pp |
| Annual return | 15.23% | 78.78%-63.6pp | 70.43%-55.2pp | 34.64%-19.4pp |
| Employer contribution / active EE | $206 | $2,872-92.8% | $4,593-95.5% | $1,891-89.1% |
| Participant deferral / active EE | $2,192 | $5,407-59.5% | $7,906-72.3% | $3,080-28.8% |
| Admin fee / account holder | $3,730 | $3,7300% | $13,708-72.8% | $3,454+8.0% |