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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 | $80,910 | $130,795-38.1% | $173,730-53.4% | $64,728+25.0% |
| Participation rate | 27.1% | 69.9%-42.8pp | 79.6%-52.5pp | 57.9%-30.8pp |
| Annual return | 12.59% | 13.01%-0.4pp | 19.96%-7.4pp | 49.38%-36.8pp |
| Employer contribution / active EE | $446 | $2,914-84.7% | $4,577-90.2% | $2,243-80.1% |
| Participant deferral / active EE | $1,228 | $3,477-64.7% | $6,326-80.6% | $2,729-55.0% |
| Admin fee / account holder | $4,895 | $1,356+261.0% | $17,523-72.1% | $1,145+327.5% |