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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 | $128,840 | $124,980+3.1% | $108,359+18.9% | $154,746-16.7% |
| Participation rate | 41.2% | 75.2%-34.0pp | 70.1%-28.9pp | 80.7%-39.5pp |
| Annual return | 12.09% | 45.00%-32.9pp | 36.89%-24.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $318 | $2,851-88.9% | $2,399-86.8% | $4,379-92.7% |
| Participant deferral / active EE | $4,828 | $4,743+1.8% | $4,137+16.7% | $6,730-28.3% |
| Admin fee / account holder | $70,558 | $11,502+513.5% | $9,741+624.4% | $14,365+391.2% |