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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 | $201,282 | $167,415+20.2% | $140,514+43.2% | $198,609+1.3% |
| Participation rate | 55.0% | 80.9%-25.9pp | 77.8%-22.8pp | 82.4%-27.4pp |
| Annual return | 12.57% | 13.85%-1.3pp | 14.36%-1.8pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,030 | $4,088-74.8% | $3,378-69.5% | $5,055-79.6% |
| Participant deferral / active EE | $5,476 | $5,579-1.8% | $4,919+11.3% | $6,977-21.5% |
| Admin fee / account holder | $3,247 | $16,730-80.6% | $13,697-76.3% | $19,030-82.9% |