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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 | $110,907 | $135,956-18.4% | $123,894-10.5% | $273,972-59.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $691 | $5,170-86.6% | $4,617-85.0% | $4,869-85.8% |
| Participant deferral / active EE | $5,067 | $6,343-20.1% | $5,984-15.3% | $5,287-4.2% |
| Admin fee / account holder | $13,245 | $9,817+34.9% | $8,357+58.5% | $10,133+30.7% |