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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 | $220,824 | $154,228+43.2% | $145,433+51.8% | $137,256+60.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 16.08% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $823 | $4,804-82.9% | $4,554-81.9% | $4,156-80.2% |
| Participant deferral / active EE | $9,783 | $8,216+19.1% | $7,897+23.9% | $6,407+52.7% |
| Admin fee / account holder | $1,802 | $14,344-87.4% | $13,129-86.3% | $12,270-85.3% |