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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 | $90,643 | $87,132+4.0% | $105,624-14.2% | $80,959+12.0% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 12.32% | 17.03%-4.7pp | 116.20%-103.9pp | 35.67%-23.3pp |
| Employer contribution / active EE | $252 | $2,397-89.5% | $3,168-92.1% | $2,757-90.9% |
| Participant deferral / active EE | $1,769 | $3,985-55.6% | $5,013-64.7% | $4,300-58.9% |
| Admin fee / account holder | $12,587 | $8,449+49.0% | $10,961+14.8% | $6,925+81.8% |