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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 | $39,275 | $95,453-58.9% | $112,040-64.9% | $82,448-52.4% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.5%-11.5pp | 68.1%-3.1pp |
| Annual return | 13.43% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $499 | $2,318-78.5% | $2,954-83.1% | $2,551-80.4% |
| Participant deferral / active EE | $3,199 | $4,224-24.3% | $5,098-37.2% | $4,139-22.7% |
| Admin fee / account holder | $9,327 | $9,013+3.5% | $12,098-22.9% | $7,234+28.9% |