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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 | $135,020 | $175,257-23.0% | $149,717-9.8% | $139,456-3.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 25.55% | 166.70%-141.2pp | 134.41%-108.9pp | 373.45%-347.9pp |
| Employer contribution / active EE | -$354 | $5,477-106.5% | $4,820-107.3% | $4,753-107.4% |
| Participant deferral / active EE | $7,882 | $6,521+20.9% | $5,682+38.7% | $6,711+17.4% |
| Admin fee / account holder | $1,445 | $16,156-91.1% | $13,213-89.1% | $11,407-87.3% |