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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 | $33,770 | $71,215-52.6% | $93,696-64.0% | $80,935-58.3% |
| Participation rate | 62.3% | 60.4%+1.9pp | 68.7%-6.5pp | 67.7%-5.4pp |
| Annual return | 16.80% | 11.27%+5.5pp | 133.74%-116.9pp | 35.66%-18.9pp |
| Employer contribution / active EE | $211 | $1,565-86.5% | $2,422-91.3% | $2,757-92.3% |
| Participant deferral / active EE | $3,000 | $4,037-25.7% | $4,417-32.1% | $4,299-30.2% |
| Admin fee / account holder | $3,646 | $6,958-47.6% | $8,287-56.0% | $6,924-47.3% |