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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 | $89,581 | $108,825-17.7% | $156,181-42.6% | $82,448+8.7% |
| Participation rate | 51.6% | 72.4%-20.8pp | 78.8%-27.2pp | 68.1%-16.5pp |
| Annual return | 14.27% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $743 | $2,870-74.1% | $4,294-82.7% | $2,551-70.9% |
| Participant deferral / active EE | $2,509 | $4,577-45.2% | $6,132-59.1% | $4,139-39.4% |
| Admin fee / account holder | $5,544 | $9,341-40.7% | $14,586-62.0% | $7,234-23.4% |