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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 | $157,173 | $106,005+48.3% | $92,239+70.4% | $147,585+6.5% |
| Participation rate | 23.5% | 80.4%-56.9pp | 76.5%-53.0pp | 82.8%-59.3pp |
| Annual return | 17.94% | 50.05%-32.1pp | 176.29%-158.3pp | 578.58%-560.6pp |
| Employer contribution / active EE | $435 | $4,333-90.0% | $3,680-88.2% | $4,876-91.1% |
| Participant deferral / active EE | $3,810 | $4,478-14.9% | $3,897-2.2% | $5,439-30.0% |
| Admin fee / account holder | $1,709 | $6,333-73.0% | $5,194-67.1% | $10,886-84.3% |