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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 | $137,821 | $100,073+37.7% | $85,126+61.9% | $145,877-5.5% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 14.55% | 84.11%-69.6pp | 66.63%-52.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $346 | $3,236-89.3% | $2,731-87.3% | $4,663-92.6% |
| Participant deferral / active EE | $2,600 | $5,294-50.9% | $4,523-42.5% | $6,691-61.1% |
| Admin fee / account holder | $1,012 | $7,261-86.1% | $6,160-83.6% | $13,402-92.4% |