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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 | $105,533 | $227,566-53.6% | $189,558-44.3% | $167,518-37.0% |
| Participation rate | 56.3% | 82.5%-26.3pp | 78.5%-22.2pp | 82.1%-25.9pp |
| Annual return | 10.06% | 78.43%-68.4pp | 64.19%-54.1pp | 478.71%-468.7pp |
| Employer contribution / active EE | $273 | $5,316-94.9% | $4,412-93.8% | $4,838-94.4% |
| Participant deferral / active EE | $2,209 | $7,002-68.5% | $6,174-64.2% | $6,342-65.2% |
| Admin fee / account holder | $19,260 | $11,881+62.1% | $9,809+96.3% | $12,312+56.4% |