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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 | $136,860+13.9% | $120,344+29.6% | $154,746+0.8% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 14.69% | 21.38%-6.7pp | 20.30%-5.6pp | 172.34%-157.6pp |
| Employer contribution / active EE | $200 | $3,533-94.3% | $3,020-93.4% | $4,379-95.4% |
| Participant deferral / active EE | $3,294 | $5,793-43.1% | $5,135-35.8% | $6,730-51.1% |
| Admin fee / account holder | $1,377 | $15,393-91.1% | $12,742-89.2% | $14,365-90.4% |