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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 | $172,886 | $157,304+9.9% | $141,197+22.4% | $152,909+13.1% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 30.86% | 64.34%-33.5pp | 71.41%-40.5pp | 345.46%-314.6pp |
| Employer contribution / active EE | $627 | $5,263-88.1% | $4,736-86.8% | $4,764-86.8% |
| Participant deferral / active EE | $9,336 | $7,111+31.3% | $6,710+39.1% | $5,851+59.6% |
| Admin fee / account holder | $4,265 | $12,126-64.8% | $10,265-58.5% | $11,601-63.2% |