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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 | $175,737 | $157,304+11.7% | $141,197+24.5% | $152,909+14.9% |
| Participation rate | 52.2% | 84.8%-32.7pp | 82.5%-30.3pp | 82.5%-30.3pp |
| Annual return | 24.02% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $70 | $5,263-98.7% | $4,736-98.5% | $4,764-98.5% |
| Participant deferral / active EE | $5,410 | $7,111-23.9% | $6,710-19.4% | $5,851-7.5% |
| Admin fee / account holder | $26,515 | $12,126+118.7% | $10,265+158.3% | $11,601+128.6% |