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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 | $138,931 | $181,062-23.3% | $158,223-12.2% | $155,188-10.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 13.92% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $415 | $4,565-90.9% | $4,109-89.9% | $4,248-90.2% |
| Participant deferral / active EE | $2,501 | $6,134-59.2% | $5,467-54.2% | $6,531-61.7% |
| Admin fee / account holder | $118,570 | $18,825+529.9% | $16,047+638.9% | $14,480+718.9% |