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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 | $49,501 | $58,493-15.4% | $84,021-41.1% | $72,975-32.2% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 16.63% | 28.93%-12.3pp | 71.32%-54.7pp | 81.01%-64.4pp |
| Employer contribution / active EE | $192 | $1,163-83.5% | $1,984-90.3% | $2,440-92.1% |
| Participant deferral / active EE | $2,507 | $2,394+4.7% | $3,239-22.6% | $3,608-30.5% |
| Admin fee / account holder | $5,733 | $4,569+25.5% | $6,102-6.0% | $5,124+11.9% |