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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 | $88,672+58.1% | $105,223+33.2% | $82,448+70.0% |
| Participation rate | 53.6% | 67.9%-14.3pp | 75.0%-21.4pp | 68.1%-14.5pp |
| Annual return | 14.48% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $552 | $3,048-81.9% | $3,689-85.0% | $2,551-78.3% |
| Participant deferral / active EE | $3,238 | $4,036-19.8% | $5,072-36.1% | $4,139-21.8% |
| Admin fee / account holder | $9,836 | $7,146+37.6% | $8,859+11.0% | $7,234+36.0% |