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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 | $75,720+226.4% | $90,312+173.7% | $86,983+184.1% |
| Participation rate | 69.2% | 66.3%+3.0pp | 72.9%-3.7pp | 69.5%-0.3pp |
| Annual return | 15.12% | 18.55%-3.4pp | 18.90%-3.8pp | 25.83%-10.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,325 | $3,001+144.1% | $3,749+95.4% | $4,194+74.7% |
| Admin fee / account holder | $89,026 | $6,201+1335.8% | $8,248+979.4% | $7,856+1033.2% |