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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 | $80,191 | $81,262-1.3% | $155,602-48.5% | $80,911-0.9% |
| Participation rate | 48.1% | 66.2%-18.2pp | 78.2%-30.2pp | 67.6%-19.6pp |
| Annual return | 12.34% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $295 | $3,102-90.5% | $4,675-93.7% | $2,756-89.3% |
| Participant deferral / active EE | $4,058 | $3,451+17.6% | $5,629-27.9% | $4,297-5.6% |
| Admin fee / account holder | $6,700 | $7,992-16.2% | $15,923-57.9% | $6,935-3.4% |