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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 | $73,522 | $160,070-54.1% | $147,117-50.0% | $145,897-49.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 13.90% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $781 | $5,285-85.2% | $4,932-84.2% | $4,663-83.2% |
| Participant deferral / active EE | $9,177 | $8,419+9.0% | $8,065+13.8% | $6,689+37.2% |
| Admin fee / account holder | $11,217 | $15,035-25.4% | $12,993-13.7% | $13,390-16.2% |