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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 | $89,225 | $99,875-10.7% | $146,866-39.2% | $86,983+2.6% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.5%-34.9pp |
| Annual return | 14.41% | 28.10%-13.7pp | 102.85%-88.4pp | 25.83%-11.4pp |
| Employer contribution / active EE | $306 | $3,224-90.5% | $4,425-93.1% | $2,584-88.1% |
| Participant deferral / active EE | $3,076 | $6,322-51.3% | $7,759-60.4% | $4,194-26.6% |
| Admin fee / account holder | $13,889 | $7,838+77.2% | $13,620+2.0% | $7,856+76.8% |