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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 | $37,202 | $83,485-55.4% | $125,195-70.3% | $72,976-49.0% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.5%-1.8pp |
| Annual return | 23.33% | 25.77%-2.4pp | 43.79%-20.5pp | 81.02%-57.7pp |
| Employer contribution / active EE | $396 | $2,346-83.1% | $3,866-89.8% | $2,440-83.8% |
| Participant deferral / active EE | $1,736 | $3,586-51.6% | $4,937-64.8% | $3,608-51.9% |
| Admin fee / account holder | $2,295 | $5,518-58.4% | $9,704-76.4% | $5,124-55.2% |