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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 | $162,136+36.2% | $152,301+45.0% | $154,746+42.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 16.08% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $823 | $4,890-83.2% | $4,624-82.2% | $4,379-81.2% |
| Participant deferral / active EE | $9,783 | $8,341+17.3% | $8,004+22.2% | $6,730+45.4% |
| Admin fee / account holder | $1,802 | $15,759-88.6% | $14,398-87.5% | $14,365-87.5% |