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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 | $59,250 | $46,877+26.4% | $122,354-51.6% | $70,126-15.5% |
| Participation rate | 45.5% | 58.2%-12.8pp | 71.6%-26.2pp | 69.5%-24.1pp |
| Annual return | 16.92% | 24.22%-7.3pp | 30.28%-13.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $222 | $1,288-82.8% | $4,051-94.5% | $2,343-90.5% |
| Participant deferral / active EE | $2,768 | $2,167+27.7% | $3,287-15.8% | $3,332-16.9% |
| Admin fee / account holder | $1,510 | $3,324-54.6% | $5,479-72.4% | $4,645-67.5% |