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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 | $112,780 | $185,312-39.1% | $161,489-30.2% | $154,746-27.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.18% | 103.84%-85.7pp | 89.72%-71.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $896 | $4,769-81.2% | $4,268-79.0% | $4,379-79.5% |
| Participant deferral / active EE | $2,734 | $6,350-56.9% | $5,630-51.4% | $6,730-59.4% |
| Admin fee / account holder | $2,532 | $18,654-86.4% | $16,006-84.2% | $14,365-82.4% |