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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 | $107,337 | $124,980-14.1% | $108,359-0.9% | $154,746-30.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 13.40% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $213 | $2,851-92.5% | $2,399-91.1% | $4,379-95.1% |
| Participant deferral / active EE | $2,318 | $4,743-51.1% | $4,137-44.0% | $6,730-65.6% |
| Admin fee / account holder | $20,511 | $11,502+78.3% | $9,741+110.6% | $14,365+42.8% |