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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 | $129,640 | $112,935+14.8% | $90,970+42.5% | $158,966-18.4% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 10.71% | 215.79%-205.1pp | 134.58%-123.9pp | 302.95%-292.2pp |
| Employer contribution / active EE | $165 | $2,895-94.3% | $2,122-92.2% | $4,762-96.5% |
| Participant deferral / active EE | $1,194 | $4,129-71.1% | $3,373-64.6% | $5,983-80.0% |
| Admin fee / account holder | $2,155 | $8,045-73.2% | $5,960-63.8% | $11,250-80.8% |