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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 | $247,527 | $79,867+209.9% | $120,344+105.7% | $64,340+284.7% |
| Participation rate | 27.6% | 63.0%-35.4pp | 76.7%-49.1pp | 55.2%-27.6pp |
| Annual return | 19.14% | 21.10%-2.0pp | 20.30%-1.2pp | 24.14%-5.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,057 | $3,593-14.9% | $5,135-40.5% | $2,980+2.6% |
| Admin fee / account holder | $41,109 | $5,039+715.8% | $12,742+222.6% | $3,703+1010.3% |