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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 | $137,539 | $148,629-7.5% | $135,982+1.1% | $139,487-1.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.17% | 79.33%-64.2pp | 68.32%-53.2pp | 373.84%-358.7pp |
| Employer contribution / active EE | $848 | $5,247-83.8% | $4,859-82.6% | $4,755-82.2% |
| Participant deferral / active EE | $3,332 | $8,102-58.9% | $7,760-57.1% | $6,713-50.4% |
| Admin fee / account holder | $5,754 | $12,406-53.6% | $10,767-46.6% | $11,407-49.6% |