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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 | $200,592 | $101,778+97.1% | $164,975+21.6% | $80,925+147.9% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.7%+0.3pp |
| Annual return | 14.81% | 16.73%-1.9pp | 70.12%-55.3pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,581 | $4,477+47.0% | $6,033+9.1% | $4,299+53.1% |
| Admin fee / account holder | $5,411 | $8,221-34.2% | $12,688-57.4% | $6,940-22.0% |