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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 | $96,299 | $101,795-5.4% | $165,100-41.7% | $80,959+18.9% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.2pp | 67.7%-22.2pp |
| Annual return | 15.89% | 16.73%-0.8pp | 70.21%-54.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $60 | $2,954-98.0% | $4,348-98.6% | $2,757-97.8% |
| Participant deferral / active EE | $2,137 | $4,476-52.3% | $6,035-64.6% | $4,300-50.3% |
| Admin fee / account holder | $502 | $8,221-93.9% | $12,696-96.0% | $6,925-92.8% |