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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 | $87,604 | $162,136-46.0% | $152,301-42.5% | $154,746-43.4% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 18.92% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $698 | $4,890-85.7% | $4,624-84.9% | $4,379-84.1% |
| Participant deferral / active EE | $9,061 | $8,341+8.6% | $8,004+13.2% | $6,730+34.6% |
| Admin fee / account holder | $22,906 | $15,759+45.3% | $14,398+59.1% | $14,365+59.5% |