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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 | $142,197 | $106,267+33.8% | $96,520+47.3% | $139,456+2.0% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 19.50% | 38.45%-19.0pp | 35.72%-16.2pp | 373.45%-353.9pp |
| Employer contribution / active EE | $457 | $4,105-88.9% | $3,739-87.8% | $4,753-90.4% |
| Participant deferral / active EE | $10,389 | $5,454+90.5% | $4,879+112.9% | $6,711+54.8% |
| Admin fee / account holder | $1,615 | $7,882-79.5% | $6,733-76.0% | $11,407-85.8% |