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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 | $192,311 | $81,487+136.0% | $102,412+87.8% | $80,935+137.6% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.7%-45.4pp |
| Annual return | 14.98% | 25.60%-10.6pp | 24.94%-10.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $583 | $3,103-81.2% | $3,870-84.9% | $2,757-78.8% |
| Participant deferral / active EE | $2,736 | $3,871-29.3% | $5,060-45.9% | $4,299-36.4% |
| Admin fee / account holder | $15,730 | $6,717+134.2% | $8,388+87.5% | $6,924+127.2% |