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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 | $102,904 | $185,905-44.6% | $170,057-39.5% | $139,487-26.2% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 13.12% | 60.56%-47.4pp | 53.42%-40.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,058 | $7,597-86.1% | $6,790-84.4% | $4,755-77.8% |
| Participant deferral / active EE | $5,073 | $11,627-56.4% | $10,411-51.3% | $6,713-24.4% |
| Admin fee / account holder | $10,931 | $15,397-29.0% | $12,826-14.8% | $11,407-4.2% |