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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 | $83,655 | $88,672-5.7% | $105,223-20.5% | $82,448+1.5% |
| Participation rate | 45.0% | 67.9%-22.9pp | 75.0%-30.0pp | 68.1%-23.1pp |
| Annual return | 16.18% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $195 | $3,048-93.6% | $3,689-94.7% | $2,551-92.4% |
| Participant deferral / active EE | $2,224 | $4,036-44.9% | $5,072-56.1% | $4,139-46.3% |
| Admin fee / account holder | $486 | $7,146-93.2% | $8,859-94.5% | $7,234-93.3% |