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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 | $42,775 | $54,541-21.6% | $78,778-45.7% | $70,126-39.0% |
| Participation rate | 67.7% | 60.8%+6.9pp | 69.2%-1.5pp | 69.5%-1.8pp |
| Annual return | 16.53% | 21.07%-4.5pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $154 | $1,089-85.9% | $1,986-92.3% | $2,343-93.4% |
| Participant deferral / active EE | $3,111 | $2,210+40.8% | $2,958+5.2% | $3,332-6.6% |
| Admin fee / account holder | $1,204 | $3,709-67.5% | $5,134-76.5% | $4,645-74.1% |