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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 | $52,387 | $77,816-32.7% | $123,549-57.6% | $64,181-18.4% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | 11.44% | 12.49%-1.0pp | 119.20%-107.8pp | 7.63%+3.8pp |
| Employer contribution / active EE | $184 | $3,014-93.9% | $4,628-96.0% | $2,381-92.3% |
| Participant deferral / active EE | $2,946 | $5,240-43.8% | $6,426-54.2% | $3,470-15.1% |
| Admin fee / account holder | $474 | $5,519-91.4% | $9,284-94.9% | $4,887-90.3% |