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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 | $54,274 | $123,793-56.2% | $177,827-69.5% | $79,858-32.0% |
| Participation rate | 64.6% | 84.7%-20.1pp | 87.7%-23.1pp | 69.6%-5.1pp |
| Annual return | 28.63% | 22.82%+5.8pp | 48.32%-19.7pp | 31.72%-3.1pp |
| Employer contribution / active EE | $529 | $4,095-87.1% | $5,918-91.1% | $2,471-78.6% |
| Participant deferral / active EE | $3,644 | $5,956-38.8% | $7,713-52.8% | $3,740-2.6% |
| Admin fee / account holder | $9,677 | $7,243+33.6% | $12,429-22.1% | $5,306+82.4% |