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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 | $88,672+126.6% | $105,223+91.0% | $82,448+143.8% |
| Participation rate | 37.3% | 67.9%-30.6pp | 75.0%-37.7pp | 68.1%-30.8pp |
| Annual return | 13.42% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $252 | $3,048-91.7% | $3,689-93.2% | $2,551-90.1% |
| Participant deferral / active EE | $3,512 | $4,036-13.0% | $5,072-30.8% | $4,139-15.2% |
| Admin fee / account holder | $7,056 | $7,146-1.3% | $8,859-20.3% | $7,234-2.5% |