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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 | $133,033 | $132,634+0.3% | $115,768+14.9% | $137,256-3.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 12.58% | 160.70%-148.1pp | 100.46%-87.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $439 | $3,360-86.9% | $2,940-85.1% | $4,156-89.4% |
| Participant deferral / active EE | $2,205 | $5,619-60.8% | $4,917-55.2% | $6,407-65.6% |
| Admin fee / account holder | $16,142 | $15,028+7.4% | $12,439+29.8% | $12,270+31.6% |