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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 | $122,910 | $223,823-45.1% | $211,142-41.8% | $154,746-20.6% |
| Participation rate | 54.5% | 87.9%-33.3pp | 87.3%-32.7pp | 80.7%-26.2pp |
| Annual return | 17.79% | 50.39%-32.6pp | 46.84%-29.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,437 | $6,787-78.8% | $6,442-77.7% | $4,379-67.2% |
| Participant deferral / active EE | $5,880 | $9,750-39.7% | $9,284-36.7% | $6,730-12.6% |
| Admin fee / account holder | $7,514 | $19,707-61.9% | $19,076-60.6% | $14,365-47.7% |