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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 | $132,309 | $106,923+23.7% | $84,023+57.5% | $152,909-13.5% |
| Participation rate | 61.5% | 75.3%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 22.66% | 105.02%-82.4pp | 71.32%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $293 | $2,735-89.3% | $1,984-85.2% | $4,764-93.8% |
| Participant deferral / active EE | $1,542 | $4,013-61.6% | $3,239-52.4% | $5,851-73.6% |
| Admin fee / account holder | $431 | $8,289-94.8% | $6,102-92.9% | $11,601-96.3% |