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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 | $202,315 | $86,949+132.7% | $102,460+97.5% | $80,959+149.9% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.7%-7.4pp |
| Annual return | 13.26% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,688 | $4,121+62.3% | $5,056+32.3% | $4,300+55.5% |
| Admin fee / account holder | $11,527 | $8,048+43.2% | $9,460+21.8% | $6,925+66.4% |