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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 | $243,987 | $86,938+180.6% | $102,423+138.2% | $80,925+201.5% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.7%-0.2pp |
| Annual return | 20.55% | 18.89%+1.7pp | 29.42%-8.9pp | 35.65%-15.1pp |
| Employer contribution / active EE | $103 | $2,369-95.7% | $3,023-96.6% | $2,756-96.3% |
| Participant deferral / active EE | $3,689 | $4,120-10.5% | $5,054-27.0% | $4,299-14.2% |
| Admin fee / account holder | $47,974 | $8,053+495.8% | $9,455+407.4% | $6,940+591.3% |