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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 | $57,533 | $58,851-2.2% | $115,170-50.0% | $72,975-21.2% |
| Participation rate | 66.7% | 65.5%+1.1pp | 75.9%-9.2pp | 69.5%-2.8pp |
| Annual return | 17.75% | 23.16%-5.4pp | 35.60%-17.9pp | 81.01%-63.3pp |
| Employer contribution / active EE | $296 | $1,798-83.5% | $3,179-90.7% | $2,440-87.9% |
| Participant deferral / active EE | $2,347 | $2,643-11.2% | $4,169-43.7% | $3,608-34.9% |
| Admin fee / account holder | $14,770 | $6,370+131.9% | $7,089+108.4% | $5,124+188.2% |