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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 | $64,448 | $76,834-16.1% | $108,359-40.5% | $87,485-26.3% |
| Participation rate | 33.3% | 61.7%-28.4pp | 70.1%-36.8pp | 68.9%-35.6pp |
| Annual return | 13.81% | 19.09%-5.3pp | 36.89%-23.1pp | 26.06%-12.3pp |
| Employer contribution / active EE | $260 | $1,556-83.3% | $2,399-89.2% | $2,596-90.0% |
| Participant deferral / active EE | $1,488 | $3,100-52.0% | $4,137-64.0% | $4,274-65.2% |
| Admin fee / account holder | $7,322 | $6,537+12.0% | $9,741-24.8% | $7,775-5.8% |