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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 | $51,161 | $72,486-29.4% | $87,103-41.3% | $72,976-29.9% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.9%-16.1pp | 69.5%-8.7pp |
| Annual return | 25.43% | 24.46%+1.0pp | 28.19%-2.8pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,032 | $3,270-37.9% | $4,049-49.8% | $3,608-43.7% |
| Admin fee / account holder | $2,593 | $5,055-48.7% | $7,491-65.4% | $5,124-49.4% |