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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 | $139,488 | $166,268-16.1% | $165,100-15.5% | $145,897-4.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 18.22% | 100.52%-82.3pp | 70.21%-52.0pp | 552.29%-534.1pp |
| Employer contribution / active EE | $480 | $5,284-90.9% | $4,348-89.0% | $4,663-89.7% |
| Participant deferral / active EE | $3,448 | $6,964-50.5% | $6,035-42.9% | $6,689-48.5% |
| Admin fee / account holder | $1,206 | $16,659-92.8% | $12,696-90.5% | $13,390-91.0% |