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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 | $65,660 | $54,541+20.4% | $78,778-16.7% | $70,131-6.4% |
| Participation rate | 40.8% | 60.8%-20.0pp | 69.2%-28.4pp | 69.5%-28.7pp |
| Annual return | 13.68% | 21.07%-7.4pp | 35.62%-21.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $20 | $1,089-98.1% | $1,986-99.0% | $2,342-99.1% |
| Participant deferral / active EE | $3,706 | $2,210+67.7% | $2,958+25.3% | $3,332+11.2% |
| Admin fee / account holder | $2,765 | $3,709-25.5% | $5,134-46.2% | $4,645-40.5% |