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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 | $124,954 | $212,386-41.2% | $199,883-37.5% | $138,895-10.0% |
| Participation rate | 56.5% | 87.4%-30.9pp | 86.8%-30.2pp | 79.9%-23.4pp |
| Annual return | 16.92% | 47.75%-30.8pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $768 | $6,625-88.4% | $6,261-87.7% | $4,194-81.7% |
| Participant deferral / active EE | $7,100 | $9,617-26.2% | $9,138-22.3% | $6,396+11.0% |
| Admin fee / account holder | $1,020 | $18,233-94.4% | $17,268-94.1% | $12,562-91.9% |