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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 | $28,180 | $47,848-41.1% | $81,473-65.4% | $70,126-59.8% |
| Participation rate | 59.2% | 58.3%+0.9pp | 68.0%-8.8pp | 69.5%-10.4pp |
| Annual return | 20.96% | 27.25%-6.3pp | 38.78%-17.8pp | 73.15%-52.2pp |
| Employer contribution / active EE | $175 | $1,527-88.6% | $2,568-93.2% | $2,343-92.5% |
| Participant deferral / active EE | $2,102 | $2,453-14.3% | $3,537-40.6% | $3,332-36.9% |
| Admin fee / account holder | $2,340 | $3,145-25.6% | $4,561-48.7% | $4,645-49.6% |