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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 | $67,181 | $65,961+1.9% | $180,320-62.7% | $94,015-28.5% |
| Participation rate | 33.3% | 61.3%-27.9pp | 71.5%-38.2pp | 70.8%-37.5pp |
| Annual return | 15.52% | 14.27%+1.2pp | 778.54%-763.0pp | 17.84%-2.3pp |
| Employer contribution / active EE | $300 | $1,737-82.7% | $4,108-92.7% | $2,790-89.2% |
| Participant deferral / active EE | $1,183 | $3,003-60.6% | $4,304-72.5% | $4,249-72.2% |
| Admin fee / account holder | $2,666 | $4,901-45.6% | $10,000-73.3% | $8,951-70.2% |