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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 | $42,123 | $138,393-69.6% | $184,256-77.1% | $80,959-48.0% |
| Participation rate | 68.1% | 83.9%-15.8pp | 86.8%-18.7pp | 67.7%+0.4pp |
| Annual return | 17.55% | 20.01%-2.5pp | 28.85%-11.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $703 | $4,847-85.5% | $6,427-89.1% | $2,757-74.5% |
| Participant deferral / active EE | $3,420 | $7,076-51.7% | $9,133-62.6% | $4,300-20.5% |
| Admin fee / account holder | $1,557 | $10,489-85.2% | $13,899-88.8% | $6,925-77.5% |