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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 | $117,040 | $209,847-44.2% | $189,520-38.2% | $167,518-30.1% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 12.66% | 748.45%-735.8pp | 555.25%-542.6pp | 478.71%-466.0pp |
| Employer contribution / active EE | $1,196 | $6,913-82.7% | $6,161-80.6% | $4,838-75.3% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.1% | $6,342+105.0% |
| Admin fee / account holder | $562 | $14,295-96.1% | $12,046-95.3% | $12,312-95.4% |