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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 | $105,631 | $68,573+54.0% | $120,368-12.2% | $80,874+30.6% |
| Participation rate | 11.9% | 61.6%-49.7pp | 71.9%-60.0pp | 67.6%-55.7pp |
| Annual return | 20.66% | 23.61%-3.0pp | 107.26%-86.6pp | 35.62%-15.0pp |
| Employer contribution / active EE | $458 | $2,052-77.7% | $3,465-86.8% | $2,756-83.4% |
| Participant deferral / active EE | $1,140 | $3,174-64.1% | $4,991-77.2% | $4,297-73.5% |
| Admin fee / account holder | $5,844 | $5,734+1.9% | $9,429-38.0% | $6,935-15.7% |