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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 | $36,126 | $58,493-38.2% | $84,023-57.0% | $72,976-50.5% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 22.01% | 28.93%-6.9pp | 71.32%-49.3pp | 81.02%-59.0pp |
| Employer contribution / active EE | $178 | $1,163-84.7% | $1,984-91.0% | $2,440-92.7% |
| Participant deferral / active EE | $1,289 | $2,394-46.1% | $3,239-60.2% | $3,608-64.3% |
| Admin fee / account holder | $2,728 | $4,569-40.3% | $6,102-55.3% | $5,124-46.8% |