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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 | $51,833 | $58,493-11.4% | $84,023-38.3% | $72,976-29.0% |
| Participation rate | 57.4% | 61.2%-3.8pp | 69.0%-11.6pp | 69.5%-12.1pp |
| Annual return | 24.76% | 28.93%-4.2pp | 71.32%-46.6pp | 81.02%-56.3pp |
| Employer contribution / active EE | $199 | $1,163-82.9% | $1,984-90.0% | $2,440-91.9% |
| Participant deferral / active EE | $3,459 | $2,394+44.5% | $3,239+6.8% | $3,608-4.1% |
| Admin fee / account holder | $20,026 | $4,569+338.3% | $6,102+228.2% | $5,124+290.8% |