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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 | $45,992 | $51,166-10.1% | $70,544-34.8% | $71,511-35.7% |
| Participation rate | 53.1% | 59.4%-6.3pp | 68.4%-15.3pp | 67.9%-14.8pp |
| Annual return | 30.26% | 42.71%-12.5pp | 32.79%-2.5pp | 28.86%+1.4pp |
| Employer contribution / active EE | $356 | $1,793-80.2% | $2,976-88.0% | $2,589-86.3% |
| Participant deferral / active EE | $3,654 | $3,031+20.6% | $4,568-20.0% | $4,291-14.8% |
| Admin fee / account holder | $2,598 | $2,000+29.9% | $6,427-59.6% | $1,588+63.6% |