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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 | $241,425 | $132,634+82.0% | $115,768+108.5% | $137,256+75.9% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 15.95% | 160.70%-144.8pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $182 | $3,360-94.6% | $2,940-93.8% | $4,156-95.6% |
| Participant deferral / active EE | $3,683 | $5,619-34.5% | $4,917-25.1% | $6,407-42.5% |
| Admin fee / account holder | $773 | $15,028-94.9% | $12,439-93.8% | $12,270-93.7% |