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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 | $61,974 | $73,787-16.0% | $98,716-37.2% | $82,448-24.8% |
| Participation rate | 65.7% | 61.4%+4.3pp | 69.3%-3.6pp | 68.1%-2.4pp |
| Annual return | 14.55% | 18.57%-4.0pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $181 | $1,511-88.0% | $2,279-92.0% | $2,551-92.9% |
| Participant deferral / active EE | $4,135 | $3,081+34.2% | $4,048+2.2% | $4,139-0.1% |
| Admin fee / account holder | $6,213 | $6,500-4.4% | $8,703-28.6% | $7,234-14.1% |