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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 | $33,914 | $57,828-41.4% | $117,039-71.0% | $70,126-51.6% |
| Participation rate | 67.4% | 67.1%+0.3pp | 77.2%-9.7pp | 69.5%-2.1pp |
| Annual return | 13.14% | 17.55%-4.4pp | 18.95%-5.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $167 | $1,816-90.8% | $3,785-95.6% | $2,343-92.9% |
| Participant deferral / active EE | $1,669 | $2,438-31.5% | $3,929-57.5% | $3,332-49.9% |
| Admin fee / account holder | $2,999 | $3,548-15.5% | $5,974-49.8% | $4,645-35.5% |