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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 | $185,719 | $111,535+66.5% | $105,223+76.5% | $137,256+35.3% |
| Participation rate | 15.4% | 78.1%-62.7pp | 75.0%-59.7pp | 80.0%-64.6pp |
| Annual return | 18.10% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $480 | $3,939-87.8% | $3,689-87.0% | $4,156-88.5% |
| Participant deferral / active EE | $4,192 | $5,500-23.8% | $5,072-17.3% | $6,407-34.6% |
| Admin fee / account holder | $1,210 | $9,721-87.6% | $8,859-86.3% | $12,270-90.1% |