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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 | $78,619 | $183,516-57.2% | $155,534-49.5% | $145,884-46.1% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 20.40% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $564 | $5,315-89.4% | $4,675-87.9% | $4,662-87.9% |
| Participant deferral / active EE | $14,106 | $6,467+118.1% | $5,630+150.5% | $6,690+110.9% |
| Admin fee / account holder | $515 | $19,293-97.3% | $15,900-96.8% | $13,392-96.2% |