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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 | $39,264 | $58,627-33.0% | $76,735-48.8% | $82,448-52.4% |
| Participation rate | 68.3% | 63.2%+5.1pp | 69.5%-1.2pp | 68.1%+0.2pp |
| Annual return | 13.61% | 39.10%-25.5pp | 29.77%-16.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $250 | $1,729-85.6% | $2,454-89.8% | $2,551-90.2% |
| Participant deferral / active EE | $1,748 | $3,134-44.2% | $4,088-57.2% | $4,139-57.8% |
| Admin fee / account holder | $1,385 | $5,323-74.0% | $7,189-80.7% | $7,234-80.8% |