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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 | $125,810 | $156,398-19.6% | $147,318-14.6% | $138,895-9.4% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 17.31% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $847 | $4,853-82.6% | $4,593-81.6% | $4,194-79.8% |
| Participant deferral / active EE | $2,665 | $8,237-67.6% | $7,906-66.3% | $6,396-58.3% |
| Admin fee / account holder | $18,572 | $14,976+24.0% | $13,708+35.5% | $12,562+47.8% |