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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 | $88,673 | $76,112+16.5% | $96,544-8.2% | $71,529+24.0% |
| Participation rate | 53.6% | 74.4%-20.8pp | 76.0%-22.4pp | 67.9%-14.4pp |
| Annual return | 15.04% | 22.80%-7.8pp | 25.88%-10.8pp | 28.97%-13.9pp |
| Employer contribution / active EE | $399 | $2,248-82.2% | $2,966-86.5% | $2,590-84.6% |
| Participant deferral / active EE | $2,661 | $4,217-36.9% | $4,851-45.1% | $4,291-38.0% |
| Admin fee / account holder | $3,228 | $2,708+19.2% | $8,254-60.9% | $1,588+103.2% |