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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 | $88,231 | $88,672-0.5% | $105,223-16.1% | $82,448+7.0% |
| Participation rate | 41.4% | 67.9%-26.5pp | 75.0%-33.7pp | 68.1%-26.7pp |
| Annual return | 17.64% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $281 | $3,048-90.8% | $3,689-92.4% | $2,551-89.0% |
| Participant deferral / active EE | $1,795 | $4,036-55.5% | $5,072-64.6% | $4,139-56.6% |
| Admin fee / account holder | $16,821 | $7,146+135.4% | $8,859+89.9% | $7,234+132.5% |