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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 | $243,656 | $138,393+76.1% | $184,256+32.2% | $80,959+201.0% |
| Participation rate | 32.3% | 83.9%-51.6pp | 86.8%-54.6pp | 67.7%-35.4pp |
| Annual return | 11.87% | 20.01%-8.1pp | 28.85%-17.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,229 | $4,847-74.7% | $6,427-80.9% | $2,757-55.4% |
| Participant deferral / active EE | $3,991 | $7,076-43.6% | $9,133-56.3% | $4,300-7.2% |
| Admin fee / account holder | $1,528 | $10,489-85.4% | $13,899-89.0% | $6,925-77.9% |