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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 | $78,389 | $58,627+33.7% | $76,735+2.2% | $82,448-4.9% |
| Participation rate | 55.2% | 63.2%-8.0pp | 69.5%-14.3pp | 68.1%-12.9pp |
| Annual return | 13.91% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $95 | $1,729-94.5% | $2,454-96.1% | $2,551-96.3% |
| Participant deferral / active EE | $1,444 | $3,134-53.9% | $4,088-64.7% | $4,139-65.1% |
| Admin fee / account holder | $20,897 | $5,323+292.6% | $7,189+190.7% | $7,234+188.9% |