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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 | $235,215 | $57,061+312.2% | $85,063+176.5% | $80,911+190.7% |
| Participation rate | 3.0% | 56.3%-53.3pp | 67.5%-64.5pp | 67.6%-64.6pp |
| Annual return | 20.50% | 21.66%-1.2pp | 66.54%-46.0pp | 35.63%-15.1pp |
| Employer contribution / active EE | $232 | $1,799-87.1% | $2,727-91.5% | $2,756-91.6% |
| Participant deferral / active EE | $924 | $3,110-70.3% | $4,523-79.6% | $4,297-78.5% |
| Admin fee / account holder | $1,599 | $4,986-67.9% | $6,155-74.0% | $6,935-76.9% |