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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 | $203,114 | $171,492+18.4% | $150,734+34.8% | $198,609+2.3% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 13.41% | 804.70%-791.3pp | 600.81%-587.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $400 | $5,470-92.7% | $4,918-91.9% | $5,055-92.1% |
| Participant deferral / active EE | $9,000 | $6,259+43.8% | $5,610+60.4% | $6,977+29.0% |
| Admin fee / account holder | $5,867 | $17,628-66.7% | $14,905-60.6% | $19,030-69.2% |