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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 | $90,103 | $108,825-17.2% | $156,181-42.3% | $82,448+9.3% |
| Participation rate | 57.1% | 72.4%-15.2pp | 78.8%-21.7pp | 68.1%-10.9pp |
| Annual return | 17.22% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $387 | $2,870-86.5% | $4,294-91.0% | $2,551-84.8% |
| Participant deferral / active EE | $3,494 | $4,577-23.7% | $6,132-43.0% | $4,139-15.6% |
| Admin fee / account holder | $4,937 | $9,341-47.1% | $14,586-66.2% | $7,234-31.8% |