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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 | $165,555 | $181,062-8.6% | $158,223+4.6% | $155,188+6.7% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 47.17% | 57.39%-10.2pp | 52.09%-4.9pp | 148.84%-101.7pp |
| Employer contribution / active EE | $532 | $4,565-88.3% | $4,109-87.0% | $4,248-87.5% |
| Participant deferral / active EE | $2,675 | $6,134-56.4% | $5,467-51.1% | $6,531-59.0% |
| Admin fee / account holder | $3,366 | $18,825-82.1% | $16,047-79.0% | $14,480-76.8% |