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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 | $50,756 | $59,123-14.2% | $77,183-34.2% | $75,181-32.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.6%-9.6pp | 67.2%-7.2pp |
| Annual return | 15.63% | 26.72%-11.1pp | 37.89%-22.3pp | 160.69%-145.1pp |
| Employer contribution / active EE | $370 | $1,996-81.5% | $2,534-85.4% | $2,671-86.2% |
| Participant deferral / active EE | $3,946 | $2,999+31.6% | $3,833+3.0% | $4,126-4.4% |
| Admin fee / account holder | $9,149 | $4,776+91.6% | $5,475+67.1% | $5,650+61.9% |