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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 | $112,970 | $178,174-36.6% | $156,181-27.7% | $137,256-17.7% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 12.50% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $883 | $4,972-82.2% | $4,294-79.4% | $4,156-78.8% |
| Participant deferral / active EE | $2,435 | $6,888-64.6% | $6,132-60.3% | $6,407-62.0% |
| Admin fee / account holder | $26,349 | $17,404+51.4% | $14,586+80.6% | $12,270+114.7% |