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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 | $91,675 | $181,062-49.4% | $158,223-42.1% | $155,188-40.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 9.29% | 57.39%-48.1pp | 52.09%-42.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $700 | $4,565-84.7% | $4,109-83.0% | $4,248-83.5% |
| Participant deferral / active EE | $3,882 | $6,134-36.7% | $5,467-29.0% | $6,531-40.6% |
| Admin fee / account holder | $532 | $18,825-97.2% | $16,047-96.7% | $14,480-96.3% |