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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 | $84,180 | $85,171-1.2% | $172,753-51.3% | $72,976+15.4% |
| Participation rate | 59.6% | 70.1%-10.5pp | 82.6%-23.1pp | 69.5%-9.9pp |
| Annual return | 20.30% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $171 | $3,324-94.8% | $5,144-96.7% | $2,440-93.0% |
| Participant deferral / active EE | $1,981 | $3,260-39.2% | $5,198-61.9% | $3,608-45.1% |
| Admin fee / account holder | $18,255 | $5,880+210.4% | $13,956+30.8% | $5,124+256.3% |