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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 | $139,206 | $136,860+1.7% | $120,344+15.7% | $154,746-10.0% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 20.97% | 21.38%-0.4pp | 20.30%+0.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $804 | $3,533-77.3% | $3,020-73.4% | $4,379-81.6% |
| Participant deferral / active EE | $3,221 | $5,793-44.4% | $5,135-37.3% | $6,730-52.1% |
| Admin fee / account holder | $1,877 | $15,393-87.8% | $12,742-85.3% | $14,365-86.9% |