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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 | $39,617 | $67,602-41.4% | $82,312-51.9% | $70,126-43.5% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 15.45% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $307 | $1,755-82.5% | $2,428-87.4% | $2,343-86.9% |
| Participant deferral / active EE | $2,866 | $2,987-4.1% | $3,706-22.7% | $3,332-14.0% |
| Admin fee / account holder | $5,322 | $4,512+18.0% | $5,608-5.1% | $4,645+14.6% |