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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 | $227,291-41.2% | $214,702-37.8% | $155,188-13.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 15.20% | 60.08%-44.9pp | 54.55%-39.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,114 | $6,772-83.5% | $6,461-82.8% | $4,248-73.8% |
| Participant deferral / active EE | $8,850 | $9,582-7.6% | $9,147-3.2% | $6,531+35.5% |
| Admin fee / account holder | $3,750 | $20,413-81.6% | $19,830-81.1% | $14,480-74.1% |