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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 | $91,195 | $80,985+12.6% | $96,576-5.6% | $75,181+21.3% |
| Participation rate | 39.8% | 71.8%-32.0pp | 76.0%-36.2pp | 67.2%-27.4pp |
| Annual return | 26.55% | 27.05%-0.5pp | 25.87%+0.7pp | 160.69%-134.1pp |
| Employer contribution / active EE | $277 | $2,282-87.9% | $2,965-90.7% | $2,671-89.6% |
| Participant deferral / active EE | $2,073 | $3,929-47.2% | $4,851-57.3% | $4,126-49.8% |
| Admin fee / account holder | $977 | $6,719-85.5% | $8,253-88.2% | $5,650-82.7% |