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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 | $48,843 | $81,504-40.1% | $102,437-52.3% | $80,959-39.7% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 31.45% | 25.60%+5.9pp | 24.95%+6.5pp | 35.67%-4.2pp |
| Employer contribution / active EE | $610 | $3,104-80.3% | $3,871-84.2% | $2,757-77.9% |
| Participant deferral / active EE | $3,804 | $3,871-1.7% | $5,060-24.8% | $4,300-11.5% |
| Admin fee / account holder | $4,086 | $6,719-39.2% | $8,388-51.3% | $6,925-41.0% |