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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 | $126,185 | $115,814+9.0% | $101,275+24.6% | $158,982-20.6% |
| Participation rate | 9.1% | 79.4%-70.3pp | 75.8%-66.7pp | 82.0%-72.9pp |
| Annual return | 23.18% | 56.16%-33.0pp | 46.48%-23.3pp | 302.99%-279.8pp |
| Employer contribution / active EE | $709 | $4,176-83.0% | $3,660-80.6% | $4,763-85.1% |
| Participant deferral / active EE | $2,364 | $4,958-52.3% | $4,371-45.9% | $5,983-60.5% |
| Admin fee / account holder | $682 | $7,249-90.6% | $5,948-88.5% | $11,252-93.9% |