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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 | $115,237 | $58,311+97.6% | $81,882+40.7% | $80,959+42.3% |
| Participation rate | 8.3% | 63.5%-55.2pp | 72.4%-64.1pp | 67.7%-59.3pp |
| Annual return | 29.36% | 41.85%-12.5pp | 779.47%-750.1pp | 35.67%-6.3pp |
| Employer contribution / active EE | $211 | $2,347-91.0% | $2,916-92.8% | $2,757-92.3% |
| Participant deferral / active EE | $741 | $3,287-77.4% | $4,323-82.9% | $4,300-82.8% |
| Admin fee / account holder | $1,171 | $4,752-75.3% | $7,360-84.1% | $6,925-83.1% |