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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 | $113,716 | $148,629-23.5% | $135,982-16.4% | $139,487-18.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 16.79% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.1pp |
| Employer contribution / active EE | $463 | $5,247-91.2% | $4,859-90.5% | $4,755-90.3% |
| Participant deferral / active EE | $2,507 | $8,102-69.1% | $7,760-67.7% | $6,713-62.7% |
| Admin fee / account holder | $11,948 | $12,406-3.7% | $10,767+11.0% | $11,407+4.7% |