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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 | $196,502 | $160,070+22.8% | $147,117+33.6% | $145,897+34.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.62% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $672 | $5,285-87.3% | $4,932-86.4% | $4,663-85.6% |
| Participant deferral / active EE | $3,446 | $8,419-59.1% | $8,065-57.3% | $6,689-48.5% |
| Admin fee / account holder | $27,436 | $15,035+82.5% | $12,993+111.2% | $13,390+104.9% |