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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 | $207,989 | $117,904+76.4% | $102,457+103.0% | $145,978+42.5% |
| Participation rate | 52.2% | 78.6%-26.4pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 12.57% | 31.80%-19.2pp | 29.41%-16.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $717 | $3,613-80.1% | $3,022-76.3% | $4,662-84.6% |
| Participant deferral / active EE | $2,296 | $5,733-60.0% | $5,054-54.6% | $6,690-65.7% |
| Admin fee / account holder | $3,893 | $13,329-70.8% | $9,451-58.8% | $13,400-71.0% |