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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 | $85,983 | $71,523+20.2% | $98,461-12.7% | $71,511+20.2% |
| Participation rate | 63.5% | 72.7%-9.2pp | 75.2%-11.7pp | 67.9%-4.5pp |
| Annual return | 18.15% | 32.43%-14.3pp | 21.17%-3.0pp | 28.86%-10.7pp |
| Employer contribution / active EE | $462 | $2,399-80.8% | $3,049-84.9% | $2,589-82.2% |
| Participant deferral / active EE | $2,442 | $4,109-40.6% | $4,738-48.5% | $4,291-43.1% |
| Admin fee / account holder | $29,785 | $1,676+1677.3% | $8,961+232.4% | $1,588+1775.1% |