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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 | $200,972 | $89,259+125.2% | $107,187+87.5% | $82,637+143.2% |
| Participation rate | 37.3% | 67.9%-30.6pp | 75.0%-37.7pp | 68.1%-30.7pp |
| Annual return | 13.42% | 21.02%-7.6pp | 204.55%-191.1pp | 53.51%-40.1pp |
| Employer contribution / active EE | $252 | $3,080-91.8% | $3,782-93.3% | $2,552-90.1% |
| Participant deferral / active EE | $3,512 | $4,037-13.0% | $5,096-31.1% | $4,126-14.9% |
| Admin fee / account holder | $7,056 | $7,381-4.4% | $9,162-23.0% | $7,339-3.8% |