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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 | $224,878 | $175,259+28.3% | $149,723+50.2% | $139,487+61.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.77% | 166.82%-149.1pp | 134.50%-116.7pp | 373.84%-356.1pp |
| Employer contribution / active EE | $826 | $5,478-84.9% | $4,821-82.9% | $4,755-82.6% |
| Participant deferral / active EE | $7,507 | $6,522+15.1% | $5,682+32.1% | $6,713+11.8% |
| Admin fee / account holder | $2,595 | $16,158-83.9% | $13,215-80.4% | $11,407-77.3% |