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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 | $95,457 | $181,062-47.3% | $158,223-39.7% | $155,188-38.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 15.77% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $755 | $4,565-83.5% | $4,109-81.6% | $4,248-82.2% |
| Participant deferral / active EE | $2,634 | $6,134-57.1% | $5,467-51.8% | $6,531-59.7% |
| Admin fee / account holder | $870 | $18,825-95.4% | $16,047-94.6% | $14,480-94.0% |