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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 | $67,092 | $81,487-17.7% | $102,412-34.5% | $80,935-17.1% |
| Participation rate | 68.6% | 66.8%+1.7pp | 74.5%-5.9pp | 67.7%+0.9pp |
| Annual return | 16.81% | 25.60%-8.8pp | 24.94%-8.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $98 | $3,103-96.8% | $3,870-97.5% | $2,757-96.4% |
| Participant deferral / active EE | $4,417 | $3,871+14.1% | $5,060-12.7% | $4,299+2.7% |
| Admin fee / account holder | $2,955 | $6,717-56.0% | $8,388-64.8% | $6,924-57.3% |