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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 | $123,296 | $174,379-29.3% | $152,093-18.9% | $138,895-11.2% |
| Participation rate | 22.2% | 81.6%-59.4pp | 77.8%-55.5pp | 79.9%-57.7pp |
| Annual return | 13.52% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $249 | $4,652-94.7% | $4,175-94.0% | $4,194-94.1% |
| Participant deferral / active EE | $1,983 | $6,159-67.8% | $5,451-63.6% | $6,396-69.0% |
| Admin fee / account holder | $2,155 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |