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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 | $51,301 | $96,731-47.0% | $123,973-58.6% | $86,983-41.0% |
| Participation rate | 61.8% | 70.0%-8.2pp | 76.7%-14.8pp | 69.5%-7.7pp |
| Annual return | 18.36% | 17.33%+1.0pp | 388.13%-369.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $809 | $3,297-75.5% | $4,126-80.4% | $2,584-68.7% |
| Participant deferral / active EE | $2,027 | $4,152-51.2% | $5,247-61.4% | $4,194-51.7% |
| Admin fee / account holder | $7,108 | $8,722-18.5% | $11,799-39.8% | $7,856-9.5% |