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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 | $180,722 | $129,737+39.3% | $119,126+51.7% | $154,746+16.8% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 10.93% | 379.08%-368.2pp | 282.11%-271.2pp | 172.34%-161.4pp |
| Employer contribution / active EE | $821 | $4,375-81.2% | $4,034-79.6% | $4,379-81.2% |
| Participant deferral / active EE | $4,913 | $5,842-15.9% | $5,318-7.6% | $6,730-27.0% |
| Admin fee / account holder | $2,230 | $11,961-81.4% | $10,693-79.1% | $14,365-84.5% |