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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 | $35,044 | $81,487-57.0% | $102,412-65.8% | $80,935-56.7% |
| Participation rate | 67.1% | 66.8%+0.3pp | 74.5%-7.4pp | 67.7%-0.5pp |
| Annual return | 11.13% | 25.60%-14.5pp | 24.94%-13.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $358 | $3,103-88.5% | $3,870-90.8% | $2,757-87.0% |
| Participant deferral / active EE | $3,079 | $3,871-20.5% | $5,060-39.2% | $4,299-28.4% |
| Admin fee / account holder | $3,428 | $6,717-49.0% | $8,388-59.1% | $6,924-50.5% |