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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 | $115,329 | $175,231-34.2% | $149,696-23.0% | $139,466-17.3% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 12.89% | 166.77%-153.9pp | 134.46%-121.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,002 | $5,478-81.7% | $4,821-79.2% | $4,754-78.9% |
| Participant deferral / active EE | $3,519 | $6,521-46.0% | $5,682-38.1% | $6,712-47.6% |
| Admin fee / account holder | $1,053 | $16,155-93.5% | $13,212-92.0% | $11,409-90.8% |