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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 | $123,295 | $181,062-31.9% | $158,223-22.1% | $155,188-20.6% |
| Participation rate | 10.0% | 82.7%-72.7pp | 79.2%-69.2pp | 80.8%-70.8pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $753 | $4,565-83.5% | $4,109-81.7% | $4,248-82.3% |
| Participant deferral / active EE | $3,182 | $6,134-48.1% | $5,467-41.8% | $6,531-51.3% |
| Admin fee / account holder | $1,460 | $18,825-92.2% | $16,047-90.9% | $14,480-89.9% |