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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 | $97,259 | $88,672+9.7% | $105,223-7.6% | $82,448+18.0% |
| Participation rate | 40.3% | 67.9%-27.7pp | 75.0%-34.8pp | 68.1%-27.8pp |
| Annual return | 16.46% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $642 | $3,048-78.9% | $3,689-82.6% | $2,551-74.8% |
| Participant deferral / active EE | $3,335 | $4,036-17.4% | $5,072-34.2% | $4,139-19.4% |
| Admin fee / account holder | $11,788 | $7,146+65.0% | $8,859+33.1% | $7,234+62.9% |