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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 | $65,217 | $59,123+10.3% | $77,183-15.5% | $75,181-13.3% |
| Participation rate | 61.5% | 63.9%-2.3pp | 69.6%-8.0pp | 67.2%-5.7pp |
| Annual return | 16.25% | 26.72%-10.5pp | 37.89%-21.6pp | 160.69%-144.4pp |
| Employer contribution / active EE | $337 | $1,996-83.1% | $2,534-86.7% | $2,671-87.4% |
| Participant deferral / active EE | $1,745 | $2,999-41.8% | $3,833-54.5% | $4,126-57.7% |
| Admin fee / account holder | $3,792 | $4,776-20.6% | $5,475-30.7% | $5,650-32.9% |