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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 | $124,980-2.6% | $108,359+12.4% | $154,746-21.3% |
| Participation rate | 30.4% | 75.2%-44.7pp | 70.1%-39.7pp | 80.7%-50.3pp |
| Annual return | 12.25% | 45.00%-32.8pp | 36.89%-24.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $214 | $2,851-92.5% | $2,399-91.1% | $4,379-95.1% |
| Participant deferral / active EE | $1,619 | $4,743-65.9% | $4,137-60.9% | $6,730-75.9% |
| Admin fee / account holder | $3,067 | $11,502-73.3% | $9,741-68.5% | $14,365-78.7% |