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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 | $173,295 | $185,883-6.8% | $170,043+1.9% | $139,466+24.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 33.82% | 60.54%-26.7pp | 53.40%-19.6pp | 373.66%-339.8pp |
| Employer contribution / active EE | $780 | $7,596-89.7% | $6,790-88.5% | $4,754-83.6% |
| Participant deferral / active EE | $5,750 | $11,626-50.5% | $10,410-44.8% | $6,712-14.3% |
| Admin fee / account holder | $2,743 | $15,393-82.2% | $12,824-78.6% | $11,409-76.0% |