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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 | $35,078 | $51,222-31.5% | $70,544-50.3% | $75,173-53.3% |
| Participation rate | 60.0% | 61.0%-1.0pp | 68.4%-8.4pp | 67.2%-7.2pp |
| Annual return | 16.56% | 30.06%-13.5pp | 32.79%-16.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $178 | $1,827-90.3% | $2,976-94.0% | $2,671-93.3% |
| Participant deferral / active EE | $3,048 | $2,850+7.0% | $4,568-33.3% | $4,126-26.1% |
| Admin fee / account holder | $1,502 | $4,096-63.3% | $6,427-76.6% | $5,651-73.4% |