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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 | $100,203+37.5% | $85,240+61.7% | $145,897-5.5% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 14.55% | 84.28%-69.7pp | 66.75%-52.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $346 | $3,242-89.3% | $2,735-87.4% | $4,663-92.6% |
| Participant deferral / active EE | $2,600 | $5,299-50.9% | $4,527-42.6% | $6,689-61.1% |
| Admin fee / account holder | $1,012 | $7,265-86.1% | $6,165-83.6% | $13,390-92.4% |