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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 | $88,268 | $109,359-19.3% | $162,177-45.6% | $72,975+21.0% |
| Participation rate | 64.0% | 84.3%-20.3pp | 87.6%-23.6pp | 69.5%-5.5pp |
| Annual return | 24.97% | 25.46%-0.5pp | 115.60%-90.6pp | 81.01%-56.0pp |
| Employer contribution / active EE | $897 | $3,907-77.0% | $5,613-84.0% | $2,440-63.2% |
| Participant deferral / active EE | $5,041 | $5,481-8.0% | $7,297-30.9% | $3,608+39.7% |
| Admin fee / account holder | $1,429 | $7,972-82.1% | $10,843-86.8% | $5,124-72.1% |