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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 | $88,879 | $94,031-5.5% | $115,768-23.2% | $82,448+7.8% |
| Participation rate | 61.0% | 70.4%-9.4pp | 74.4%-13.4pp | 68.1%-7.0pp |
| Annual return | 15.88% | 20.61%-4.7pp | 100.46%-84.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $444 | $2,323-80.9% | $2,940-84.9% | $2,551-82.6% |
| Participant deferral / active EE | $2,870 | $3,972-27.7% | $4,917-41.6% | $4,139-30.7% |
| Admin fee / account holder | $2,449 | $10,249-76.1% | $12,439-80.3% | $7,234-66.1% |