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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 | $61,632 | $72,012-14.4% | $185,827-66.8% | $79,858-22.8% |
| Participation rate | 67.7% | 65.8%+2.0pp | 78.0%-10.3pp | 69.6%-1.9pp |
| Annual return | 17.32% | 23.12%-5.8pp | 35.96%-18.6pp | 31.72%-14.4pp |
| Employer contribution / active EE | $279 | $1,965-85.8% | $4,087-93.2% | $2,471-88.7% |
| Participant deferral / active EE | $2,070 | $3,779-45.2% | $5,633-63.2% | $3,740-44.6% |
| Admin fee / account holder | $13,743 | $4,513+204.5% | $9,502+44.6% | $5,306+159.0% |