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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 | $222,527 | $146,267+52.1% | $197,124+12.9% | $82,448+169.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 86.7%-24.2pp | 68.1%-5.6pp |
| Annual return | 19.93% | 29.61%-9.7pp | 44.34%-24.4pp | 41.64%-21.7pp |
| Employer contribution / active EE | $699 | $4,723-85.2% | $6,227-88.8% | $2,551-72.6% |
| Participant deferral / active EE | $6,993 | $7,035-0.6% | $9,135-23.4% | $4,139+69.0% |
| Admin fee / account holder | $9,827 | $14,422-31.9% | $16,298-39.7% | $7,234+35.8% |