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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 | $60,791 | $83,023-26.8% | $102,437-40.7% | $77,762-21.8% |
| Participation rate | 32.2% | 71.5%-39.4pp | 74.5%-42.3pp | 70.6%-38.4pp |
| Annual return | 12.56% | 19.12%-6.6pp | 24.95%-12.4pp | 31.27%-18.7pp |
| Employer contribution / active EE | $731 | $3,552-79.4% | $3,871-81.1% | $2,728-73.2% |
| Participant deferral / active EE | $1,883 | $4,110-54.2% | $5,060-62.8% | $4,651-59.5% |
| Admin fee / account holder | $4,933 | $639+672.0% | $8,388-41.2% | $433+1039.6% |