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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 | $81,680 | $91,120-10.4% | $161,149-49.3% | $64,097+27.4% |
| Participation rate | 65.5% | 62.2%+3.3pp | 78.8%-13.3pp | 55.2%+10.3pp |
| Annual return | 13.17% | 17.95%-4.8pp | 21.16%-8.0pp | 34.64%-21.5pp |
| Employer contribution / active EE | $448 | $2,284-80.4% | $4,360-89.7% | $1,891-76.3% |
| Participant deferral / active EE | $4,481 | $3,708+20.8% | $6,153-27.2% | $3,080+45.5% |
| Admin fee / account holder | $11,823 | $4,535+160.7% | $15,194-22.2% | $3,454+242.3% |