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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 | $85,317 | $77,962+9.4% | $178,540-52.2% | $80,935+5.4% |
| Participation rate | 54.2% | 65.7%-11.5pp | 77.1%-22.9pp | 67.7%-13.5pp |
| Annual return | 15.44% | 18.10%-2.7pp | 27.15%-11.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $443 | $2,280-80.6% | $3,953-88.8% | $2,757-83.9% |
| Participant deferral / active EE | $2,266 | $4,404-48.6% | $6,281-63.9% | $4,299-47.3% |
| Admin fee / account holder | $47,690 | $7,156+566.5% | $10,424+357.5% | $6,924+588.7% |