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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 | $62,659 | $58,523+7.1% | $99,470-37.0% | $72,983-14.1% |
| Participation rate | 69.7% | 64.6%+5.0pp | 73.8%-4.2pp | 69.5%+0.2pp |
| Annual return | 27.43% | 28.51%-1.1pp | 30.72%-3.3pp | 81.01%-53.6pp |
| Employer contribution / active EE | $163 | $1,512-89.2% | $2,540-93.6% | $2,440-93.3% |
| Participant deferral / active EE | $1,423 | $2,606-45.4% | $3,619-60.7% | $3,608-60.5% |
| Admin fee / account holder | $2,423 | $4,102-40.9% | $6,252-61.2% | $5,124-52.7% |