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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 | $84,152 | $85,515-1.6% | $112,040-24.9% | $67,986+23.8% |
| Participation rate | 56.6% | 68.2%-11.6pp | 76.5%-19.9pp | 57.2%-0.6pp |
| Annual return | 19.47% | 29.68%-10.2pp | 24.52%-5.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $353 | $2,191-83.9% | $2,954-88.0% | $2,019-82.5% |
| Participant deferral / active EE | $2,739 | $4,014-31.8% | $5,098-46.3% | $3,358-18.4% |
| Admin fee / account holder | $10,588 | $3,774+180.6% | $12,098-12.5% | $3,203+230.5% |