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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 | $73,447 | $67,411+9.0% | $91,004-19.3% | $70,126+4.7% |
| Participation rate | 62.5% | 71.4%-8.9pp | 75.6%-13.1pp | 69.5%-7.0pp |
| Annual return | 17.79% | -40.16%+58.0pp | 4.60%+13.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $296 | $1,786-83.4% | $2,456-88.0% | $2,343-87.4% |
| Participant deferral / active EE | $1,707 | $2,823-39.5% | $3,548-51.9% | $3,332-48.8% |
| Admin fee / account holder | $1,186 | $4,236-72.0% | $5,417-78.1% | $4,645-74.5% |