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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 | $47,206 | $69,273-31.9% | $90,796-48.0% | $82,637-42.9% |
| Participation rate | 69.2% | 64.0%+5.2pp | 69.5%-0.3pp | 68.1%+1.2pp |
| Annual return | 18.29% | 18.37%-0.1pp | 19.29%-1.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $31 | $1,865-98.4% | $2,294-98.7% | $2,552-98.8% |
| Participant deferral / active EE | $3,330 | $3,047+9.3% | $3,822-12.9% | $4,126-19.3% |
| Admin fee / account holder | $2,124 | $5,511-61.5% | $7,024-69.8% | $7,339-71.1% |