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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 | $129,349 | $125,193+3.3% | $105,591+22.5% | $145,978-11.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.40% | 225.53%-213.1pp | 116.43%-104.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $111 | $3,718-97.0% | $3,166-96.5% | $4,662-97.6% |
| Participant deferral / active EE | $2,734 | $5,708-52.1% | $5,008-45.4% | $6,690-59.1% |
| Admin fee / account holder | $2,717 | $17,277-84.3% | $11,024-75.4% | $13,400-79.7% |