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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 | $72,633 | $73,787-1.6% | $98,716-26.4% | $82,448-11.9% |
| Participation rate | 48.8% | 61.4%-12.6pp | 69.3%-20.5pp | 68.1%-19.3pp |
| Annual return | 19.91% | 18.57%+1.3pp | 31.81%-11.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $221 | $1,511-85.3% | $2,279-90.3% | $2,551-91.3% |
| Participant deferral / active EE | $1,232 | $3,081-60.0% | $4,048-69.6% | $4,139-70.2% |
| Admin fee / account holder | $4,312 | $6,500-33.7% | $8,703-50.4% | $7,234-40.4% |