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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 | $65,159 | $81,334-19.9% | $113,397-42.5% | $64,097+1.7% |
| Participation rate | 55.5% | 65.6%-10.2pp | 76.5%-21.0pp | 55.2%+0.3pp |
| Annual return | 20.44% | 32.50%-12.1pp | 23.20%-2.8pp | 34.64%-14.2pp |
| Employer contribution / active EE | $388 | $2,077-81.3% | $2,977-87.0% | $1,891-79.5% |
| Participant deferral / active EE | $1,860 | $3,795-51.0% | $5,076-63.4% | $3,080-39.6% |
| Admin fee / account holder | $2,382 | $4,208-43.4% | $11,957-80.1% | $3,454-31.1% |