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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 | $125,597 | $102,422+22.6% | $147,117-14.6% | $80,959+55.1% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.5pp |
| Annual return | 19.09% | 135.16%-116.1pp | 420.54%-401.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $796 | $3,717-78.6% | $4,932-83.9% | $2,757-71.1% |
| Participant deferral / active EE | $10,055 | $6,652+51.1% | $8,065+24.7% | $4,300+133.8% |
| Admin fee / account holder | $4,296 | $7,953-46.0% | $12,993-66.9% | $6,925-38.0% |