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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 | $60,482 | $48,364+25.1% | $71,796-15.8% | $62,881-3.8% |
| Participation rate | 61.4% | 60.6%+0.8pp | 69.1%-7.7pp | 69.3%-7.9pp |
| Annual return | 12.87% | 13.16%-0.3pp | 78.04%-65.2pp | 20.14%-7.3pp |
| Employer contribution / active EE | -$175 | $1,042-116.8% | $1,924-109.1% | $2,281-107.7% |
| Participant deferral / active EE | $2,546 | $2,091+21.8% | $2,794-8.9% | $3,203-20.5% |
| Admin fee / account holder | $898 | $3,771-76.2% | $4,815-81.4% | $4,296-79.1% |