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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 | $91,207 | $124,425-26.7% | $112,040-18.6% | $137,256-33.5% |
| Participation rate | 20.8% | 79.3%-58.5pp | 76.5%-55.7pp | 80.0%-59.1pp |
| Annual return | 16.84% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $793 | $3,411-76.7% | $2,954-73.1% | $4,156-80.9% |
| Participant deferral / active EE | $2,020 | $5,718-64.7% | $5,098-60.4% | $6,407-68.5% |
| Admin fee / account holder | $8,811 | $15,207-42.1% | $12,098-27.2% | $12,270-28.2% |