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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 | $66,678 | $85,515-22.0% | $112,040-40.5% | $67,986-1.9% |
| Participation rate | 64.9% | 68.2%-3.3pp | 76.5%-11.6pp | 57.2%+7.7pp |
| Annual return | 16.92% | 29.68%-12.8pp | 24.52%-7.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $576 | $2,191-73.7% | $2,954-80.5% | $2,019-71.4% |
| Participant deferral / active EE | $6,520 | $4,014+62.4% | $5,098+27.9% | $3,358+94.1% |
| Admin fee / account holder | $7,245 | $3,774+92.0% | $12,098-40.1% | $3,203+126.2% |