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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 | $48,730 | $74,535-34.6% | $100,712-51.6% | $82,637-41.0% |
| Participation rate | 61.5% | 61.2%+0.4pp | 69.3%-7.7pp | 68.1%-6.5pp |
| Annual return | 17.82% | 18.92%-1.1pp | 33.27%-15.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $218 | $1,503-85.5% | $2,313-90.6% | $2,552-91.5% |
| Participant deferral / active EE | $2,528 | $3,074-17.8% | $4,085-38.1% | $4,126-38.7% |
| Admin fee / account holder | $1,578 | $6,576-76.0% | $9,256-83.0% | $7,339-78.5% |