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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 | $60,683 | $56,894+6.7% | $84,753-28.4% | $62,881-3.5% |
| Participation rate | 56.3% | 68.5%-12.3pp | 76.6%-20.3pp | 69.3%-13.1pp |
| Annual return | 5.68% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $226 | $2,400-90.6% | $3,574-93.7% | $2,281-90.1% |
| Participant deferral / active EE | $1,710 | $2,709-36.9% | $3,712-53.9% | $3,203-46.6% |
| Admin fee / account holder | $1,137 | $3,581-68.3% | $5,333-78.7% | $4,296-73.5% |