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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 | $64,991 | $56,438+15.2% | $76,902-15.5% | $71,529-9.1% |
| Participation rate | 35.3% | 64.3%-29.0pp | 69.6%-34.3pp | 67.9%-32.6pp |
| Annual return | 16.70% | 19.05%-2.3pp | 37.91%-21.2pp | 28.97%-12.3pp |
| Employer contribution / active EE | $478 | $1,864-74.3% | $2,534-81.1% | $2,590-81.5% |
| Participant deferral / active EE | $1,487 | $3,136-52.6% | $3,833-61.2% | $4,291-65.3% |
| Admin fee / account holder | $4,377 | $1,430+206.0% | $5,479-20.1% | $1,588+175.5% |