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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 | $104,014 | $132,634-21.6% | $115,768-10.2% | $137,256-24.2% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.4%-9.7pp | 80.0%-15.3pp |
| Annual return | 12.62% | 160.70%-148.1pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $510 | $3,360-84.8% | $2,940-82.7% | $4,156-87.7% |
| Participant deferral / active EE | $2,806 | $5,619-50.1% | $4,917-42.9% | $6,407-56.2% |
| Admin fee / account holder | $7,298 | $15,028-51.4% | $12,439-41.3% | $12,270-40.5% |