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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 | $121,777 | $112,729+8.0% | $98,716+23.4% | $137,256-11.3% |
| Participation rate | 30.4% | 74.2%-43.8pp | 69.3%-38.9pp | 80.0%-49.5pp |
| Annual return | 12.25% | 38.48%-26.2pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $214 | $2,725-92.1% | $2,279-90.6% | $4,156-94.8% |
| Participant deferral / active EE | $1,619 | $4,640-65.1% | $4,048-60.0% | $6,407-74.7% |
| Admin fee / account holder | $3,067 | $10,129-69.7% | $8,703-64.8% | $12,270-75.0% |