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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 | $138,931 | $174,379-20.3% | $152,093-8.7% | $138,8950% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 13.92% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $415 | $4,652-91.1% | $4,175-90.0% | $4,194-90.1% |
| Participant deferral / active EE | $2,501 | $6,159-59.4% | $5,451-54.1% | $6,396-60.9% |
| Admin fee / account holder | $118,570 | $16,880+602.4% | $14,497+717.9% | $12,562+843.9% |