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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 | $68,047 | $81,334-16.3% | $113,397-40.0% | $64,097+6.2% |
| Participation rate | 45.3% | 65.6%-20.3pp | 76.5%-31.1pp | 55.2%-9.8pp |
| Annual return | 15.39% | 32.50%-17.1pp | 23.20%-7.8pp | 34.64%-19.2pp |
| Employer contribution / active EE | $282 | $2,077-86.4% | $2,977-90.5% | $1,891-85.1% |
| Participant deferral / active EE | $2,851 | $3,795-24.9% | $5,076-43.8% | $3,080-7.4% |
| Admin fee / account holder | $5,587 | $4,208+32.8% | $11,957-53.3% | $3,454+61.7% |