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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 | $155,910 | $167,415-6.9% | $140,514+11.0% | $198,609-21.5% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 14.69% | 13.85%+0.8pp | 14.36%+0.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $200 | $4,088-95.1% | $3,378-94.1% | $5,055-96.0% |
| Participant deferral / active EE | $3,294 | $5,579-40.9% | $4,919-33.0% | $6,977-52.8% |
| Admin fee / account holder | $1,377 | $16,730-91.8% | $13,697-89.9% | $19,030-92.8% |