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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 | $116,706 | $174,379-33.1% | $152,093-23.3% | $138,895-16.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 11.53% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $821 | $4,652-82.3% | $4,175-80.3% | $4,194-80.4% |
| Participant deferral / active EE | $2,463 | $6,159-60.0% | $5,451-54.8% | $6,396-61.5% |
| Admin fee / account holder | $1,371 | $16,880-91.9% | $14,497-90.5% | $12,562-89.1% |