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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 | $143,107 | $146,267-2.2% | $197,124-27.4% | $82,448+73.6% |
| Participation rate | 60.4% | 84.0%-23.6pp | 86.7%-26.3pp | 68.1%-7.7pp |
| Annual return | 15.03% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $570 | $4,723-87.9% | $6,227-90.8% | $2,551-77.7% |
| Participant deferral / active EE | $5,771 | $7,035-18.0% | $9,135-36.8% | $4,139+39.4% |
| Admin fee / account holder | $17,820 | $14,422+23.6% | $16,298+9.3% | $7,234+146.3% |