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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 | $146,309 | $181,062-19.2% | $158,223-7.5% | $155,188-5.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 17.45% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $565 | $4,565-87.6% | $4,109-86.2% | $4,248-86.7% |
| Participant deferral / active EE | $9,945 | $6,134+62.1% | $5,467+81.9% | $6,531+52.3% |
| Admin fee / account holder | $948 | $18,825-95.0% | $16,047-94.1% | $14,480-93.5% |