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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 | $111,503 | $134,817-17.3% | $123,973-10.1% | $155,188-28.1% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.7%-7.9pp | 80.8%-12.1pp |
| Annual return | 9.74% | 515.49%-505.7pp | 388.13%-378.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $814 | $4,425-81.6% | $4,126-80.3% | $4,248-80.8% |
| Participant deferral / active EE | $3,201 | $5,706-43.9% | $5,247-39.0% | $6,531-51.0% |
| Admin fee / account holder | $11,500 | $13,245-13.2% | $11,799-2.5% | $14,480-20.6% |