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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 | $117,320 | $111,878+4.9% | $93,727+25.2% | $145,897-19.6% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 10.86% | 204.28%-193.4pp | 133.83%-123.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $435 | $3,092-85.9% | $2,421-82.0% | $4,663-90.7% |
| Participant deferral / active EE | $3,160 | $4,920-35.8% | $4,417-28.5% | $6,689-52.8% |
| Admin fee / account holder | $5,264 | $10,256-48.7% | $8,292-36.5% | $13,390-60.7% |