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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 | $129,054 | $124,425+3.7% | $112,040+15.2% | $137,256-6.0% |
| Participation rate | 23.1% | 79.3%-56.2pp | 76.5%-53.4pp | 80.0%-56.9pp |
| Annual return | 18.79% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $592 | $3,411-82.6% | $2,954-80.0% | $4,156-85.8% |
| Participant deferral / active EE | $2,181 | $5,718-61.9% | $5,098-57.2% | $6,407-66.0% |
| Admin fee / account holder | $3,295 | $15,207-78.3% | $12,098-72.8% | $12,270-73.1% |