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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 | $58,836 | $55,457+6.1% | $77,361-23.9% | $94,015-37.4% |
| Participation rate | 33.8% | 69.8%-36.0pp | 75.0%-41.2pp | 70.8%-37.0pp |
| Annual return | 16.96% | 15.57%+1.4pp | 1011.54%-994.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $342 | $2,255-84.8% | $2,990-88.6% | $2,790-87.7% |
| Participant deferral / active EE | $1,873 | $3,069-39.0% | $3,911-52.1% | $4,249-55.9% |
| Admin fee / account holder | $448 | $4,334-89.7% | $5,894-92.4% | $8,951-95.0% |