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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 | $167,521 | $110,410+51.7% | $102,437+63.5% | $145,897+14.8% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 18.06% | 24.85%-6.8pp | 24.95%-6.9pp | 552.29%-534.2pp |
| Employer contribution / active EE | $721 | $4,217-82.9% | $3,871-81.4% | $4,663-84.5% |
| Participant deferral / active EE | $2,194 | $5,622-61.0% | $5,060-56.6% | $6,689-67.2% |
| Admin fee / account holder | $11,840 | $9,745+21.5% | $8,388+41.2% | $13,390-11.6% |