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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 | $247,153 | $72,607+240.4% | $90,259+173.8% | $87,485+182.5% |
| Participation rate | 69.2% | 64.8%+4.4pp | 70.7%-1.5pp | 68.9%+0.3pp |
| Annual return | 15.12% | 18.59%-3.5pp | 18.88%-3.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,325 | $3,055+139.8% | $3,827+91.4% | $4,274+71.4% |
| Admin fee / account holder | $89,026 | $5,947+1397.1% | $7,267+1125.0% | $7,775+1045.1% |