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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 | $118,357 | $138,393-14.5% | $184,256-35.8% | $80,959+46.2% |
| Participation rate | 63.3% | 83.9%-20.6pp | 86.8%-23.5pp | 67.7%-4.4pp |
| Annual return | 12.30% | 20.01%-7.7pp | 28.85%-16.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,452 | $4,847-70.1% | $6,427-77.4% | $2,757-47.3% |
| Participant deferral / active EE | $3,266 | $7,076-53.8% | $9,133-64.2% | $4,300-24.0% |
| Admin fee / account holder | $7,010 | $10,489-33.2% | $13,899-49.6% | $6,925+1.2% |