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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 | $118,283 | $114,119+3.6% | $107,187+10.4% | $138,895-14.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 13.12% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,999 | $5,538-63.9% | $5,096-60.8% | $6,396-68.8% |
| Admin fee / account holder | $2,092 | $10,024-79.1% | $9,162-77.2% | $12,562-83.3% |