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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 | $124,729 | $124,425+0.2% | $112,040+11.3% | $137,256-9.1% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 11.20% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $437 | $3,411-87.2% | $2,954-85.2% | $4,156-89.5% |
| Participant deferral / active EE | $2,368 | $5,718-58.6% | $5,098-53.5% | $6,407-63.0% |
| Admin fee / account holder | $36,538 | $15,207+140.3% | $12,098+202.0% | $12,270+197.8% |