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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 | $37,862 | $81,476-53.5% | $102,383-63.0% | $80,925-53.2% |
| Participation rate | 57.7% | 66.8%-9.1pp | 74.5%-16.8pp | 67.7%-9.9pp |
| Annual return | 25.22% | 25.59%-0.4pp | 24.94%+0.3pp | 35.65%-10.4pp |
| Employer contribution / active EE | $607 | $3,105-80.5% | $3,870-84.3% | $2,756-78.0% |
| Participant deferral / active EE | $2,014 | $3,871-48.0% | $5,060-60.2% | $4,299-53.2% |
| Admin fee / account holder | $2,302 | $6,717-65.7% | $8,391-72.6% | $6,940-66.8% |