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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 | $220,903 | $71,523+208.9% | $98,461+124.4% | $71,511+208.9% |
| Participation rate | 53.0% | 72.7%-19.7pp | 75.2%-22.2pp | 67.9%-14.9pp |
| Annual return | 19.60% | 32.43%-12.8pp | 21.17%-1.6pp | 28.86%-9.3pp |
| Employer contribution / active EE | $439 | $2,399-81.7% | $3,049-85.6% | $2,589-83.0% |
| Participant deferral / active EE | $6,010 | $4,109+46.3% | $4,738+26.8% | $4,291+40.1% |
| Admin fee / account holder | $3,025 | $1,676+80.5% | $8,961-66.2% | $1,588+90.5% |