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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 | $115,320 | $275,752-58.2% | $256,809-55.1% | $198,609-41.9% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 10.90% | 34.81%-23.9pp | 32.73%-21.8pp | 202.70%-191.8pp |
| Employer contribution / active EE | $428 | $7,721-94.5% | $7,263-94.1% | $5,055-91.5% |
| Participant deferral / active EE | $5,422 | $10,037-46.0% | $9,520-43.0% | $6,977-22.3% |
| Admin fee / account holder | $40,196 | $25,716+56.3% | $25,146+59.8% | $19,030+111.2% |