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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 | $88,727 | $93,055-4.7% | $153,643-42.3% | $80,935+9.6% |
| Participation rate | 25.8% | 69.0%-43.2pp | 77.1%-51.3pp | 67.7%-41.9pp |
| Annual return | 13.94% | 19.97%-6.0pp | 15.71%-1.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $923 | $3,504-73.7% | $5,039-81.7% | $2,757-66.5% |
| Participant deferral / active EE | $3,433 | $5,172-33.6% | $6,754-49.2% | $4,299-20.1% |
| Admin fee / account holder | $7,237 | $8,881-18.5% | $12,739-43.2% | $6,924+4.5% |