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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 | $71,485 | $67,602+5.7% | $82,312-13.2% | $70,126+1.9% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.9%-13.6pp | 69.5%-6.2pp |
| Annual return | 17.46% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $338 | $1,755-80.7% | $2,428-86.1% | $2,343-85.6% |
| Participant deferral / active EE | $2,895 | $2,987-3.1% | $3,706-21.9% | $3,332-13.1% |
| Admin fee / account holder | $2,327 | $4,512-48.4% | $5,608-58.5% | $4,645-49.9% |