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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 | $126,096 | $138,312-8.8% | $122,979+2.5% | $155,188-18.7% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 9.07% | 22.06%-13.0pp | 20.12%-11.0pp | 148.84%-139.8pp |
| Employer contribution / active EE | $207 | $3,530-94.1% | $3,062-93.2% | $4,248-95.1% |
| Participant deferral / active EE | $1,993 | $5,592-64.4% | $5,003-60.2% | $6,531-69.5% |
| Admin fee / account holder | $4,527 | $15,089-70.0% | $12,864-64.8% | $14,480-68.7% |