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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 | $79,345 | $182,442-56.5% | $163,379-51.4% | $138,895-42.9% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.8%-23.9pp | 79.9%-27.0pp |
| Annual return | 11.48% | 72.74%-61.3pp | 63.41%-51.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $106 | $4,159-97.5% | $3,752-97.2% | $4,194-97.5% |
| Participant deferral / active EE | $6,381 | $6,817-6.4% | $6,282+1.6% | $6,396-0.2% |
| Admin fee / account holder | $39,478 | $10,396+279.8% | $9,818+302.1% | $12,562+214.3% |