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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 | $133,547 | $223,823-40.3% | $211,142-36.8% | $154,746-13.7% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 15.20% | 50.39%-35.2pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,114 | $6,787-83.6% | $6,442-82.7% | $4,379-74.6% |
| Participant deferral / active EE | $8,850 | $9,750-9.2% | $9,284-4.7% | $6,730+31.5% |
| Admin fee / account holder | $3,750 | $19,707-81.0% | $19,076-80.3% | $14,365-73.9% |