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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 | $65,963 | $43,496+51.7% | $161,489-59.2% | $64,340+2.5% |
| Participation rate | 32.2% | 53.5%-21.4pp | 78.7%-46.5pp | 55.2%-23.1pp |
| Annual return | 14.73% | 20.76%-6.0pp | 89.72%-75.0pp | 24.14%-9.4pp |
| Employer contribution / active EE | $132 | $1,431-90.7% | $4,268-96.9% | $1,862-92.9% |
| Participant deferral / active EE | $1,324 | $1,996-33.6% | $5,630-76.5% | $2,980-55.6% |
| Admin fee / account holder | $7,302 | $2,330+213.3% | $16,006-54.4% | $3,703+97.2% |