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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 | $80,980 | $91,559-11.6% | $133,959-39.5% | $79,858+1.4% |
| Participation rate | 34.8% | 73.3%-38.6pp | 79.8%-45.1pp | 69.6%-34.9pp |
| Annual return | 13.72% | 61.85%-48.1pp | 45.09%-31.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $290 | $2,384-87.8% | $3,919-92.6% | $2,471-88.3% |
| Participant deferral / active EE | $1,736 | $3,734-53.5% | $5,047-65.6% | $3,740-53.6% |
| Admin fee / account holder | $2,259 | $6,321-64.3% | $8,928-74.7% | $5,306-57.4% |