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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 | $66,117 | $54,541+21.2% | $78,778-16.1% | $70,126-5.7% |
| Participation rate | 50.6% | 60.8%-10.2pp | 69.2%-18.6pp | 69.5%-19.0pp |
| Annual return | 13.14% | 21.07%-7.9pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $68 | $1,089-93.8% | $1,986-96.6% | $2,343-97.1% |
| Participant deferral / active EE | $1,839 | $2,210-16.8% | $2,958-37.8% | $3,332-44.8% |
| Admin fee / account holder | $2,919 | $3,709-21.3% | $5,134-43.1% | $4,645-37.2% |