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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 | $115,320 | $223,823-48.5% | $211,142-45.4% | $154,746-25.5% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 10.90% | 50.39%-39.5pp | 46.84%-35.9pp | 172.34%-161.4pp |
| Employer contribution / active EE | $428 | $6,787-93.7% | $6,442-93.4% | $4,379-90.2% |
| Participant deferral / active EE | $5,422 | $9,750-44.4% | $9,284-41.6% | $6,730-19.4% |
| Admin fee / account holder | $40,196 | $19,707+104.0% | $19,076+110.7% | $14,365+179.8% |