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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 | $221,334 | $159,934+38.4% | $147,005+50.6% | $145,959+51.6% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.7pp |
| Annual return | 18.12% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $500 | $5,287-90.5% | $4,934-89.9% | $4,661-89.3% |
| Participant deferral / active EE | $4,029 | $8,427-52.2% | $8,070-50.1% | $6,689-39.8% |
| Admin fee / account holder | $4,277 | $15,053-71.6% | $13,006-67.1% | $13,398-68.1% |