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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 | $85,337 | $142,354-40.1% | $125,529-32.0% | $155,188-45.0% |
| Participation rate | 52.6% | 78.1%-25.4pp | 74.7%-22.1pp | 80.8%-28.2pp |
| Annual return | 17.05% | 306.06%-289.0pp | 202.56%-185.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $75 | $3,501-97.9% | $3,058-97.6% | $4,248-98.2% |
| Participant deferral / active EE | $2,127 | $5,491-61.3% | $4,813-55.8% | $6,531-67.4% |
| Admin fee / account holder | $3,837 | $19,392-80.2% | $16,298-76.5% | $14,480-73.5% |