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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 | $140,173 | $89,259+57.0% | $107,187+30.8% | $82,637+69.6% |
| Participation rate | 53.6% | 67.9%-14.3pp | 75.0%-21.4pp | 68.1%-14.4pp |
| Annual return | 14.48% | 21.02%-6.5pp | 204.55%-190.1pp | 53.51%-39.0pp |
| Employer contribution / active EE | $552 | $3,080-82.1% | $3,782-85.4% | $2,552-78.4% |
| Participant deferral / active EE | $3,238 | $4,037-19.8% | $5,096-36.5% | $4,126-21.5% |
| Admin fee / account holder | $9,836 | $7,381+33.3% | $9,162+7.4% | $7,339+34.0% |