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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 | $64,885 | $45,043+44.1% | $63,005+3.0% | $70,124-7.5% |
| Participation rate | 64.2% | 69.5%-5.3pp | 74.8%-10.6pp | 69.5%-5.3pp |
| Annual return | 11.92% | 18.76%-6.8pp | 87.59%-75.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $318 | $2,052-84.5% | $2,760-88.5% | $2,342-86.4% |
| Participant deferral / active EE | $3,570 | $2,466+44.8% | $3,329+7.2% | $3,332+7.1% |
| Admin fee / account holder | $2,058 | $2,833-27.4% | $3,599-42.8% | $4,645-55.7% |