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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 | $200,475 | $166,268+20.6% | $165,100+21.4% | $145,897+37.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 14.31% | 100.52%-86.2pp | 70.21%-55.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $866 | $5,284-83.6% | $4,348-80.1% | $4,663-81.4% |
| Participant deferral / active EE | $2,489 | $6,964-64.3% | $6,035-58.8% | $6,689-62.8% |
| Admin fee / account holder | $17,697 | $16,659+6.2% | $12,696+39.4% | $13,390+32.2% |