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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 | $82,661 | $84,236-1.9% | $170,435-51.5% | $70,126+17.9% |
| Participation rate | 53.1% | 70.8%-17.7pp | 83.6%-30.5pp | 69.5%-16.4pp |
| Annual return | 15.20% | 23.06%-7.9pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $166 | $3,387-95.1% | $5,432-96.9% | $2,343-92.9% |
| Participant deferral / active EE | $2,938 | $3,086-4.8% | $4,939-40.5% | $3,332-11.8% |
| Admin fee / account holder | $1,571 | $5,698-72.4% | $13,881-88.7% | $4,645-66.2% |