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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 | $188,567 | $58,493+222.4% | $84,023+124.4% | $72,976+158.4% |
| Participation rate | 52.0% | 61.2%-9.2pp | 69.0%-17.0pp | 69.5%-17.5pp |
| Annual return | 29.03% | 28.93%+0.1pp | 71.32%-42.3pp | 81.02%-52.0pp |
| Employer contribution / active EE | $10 | $1,163-99.2% | $1,984-99.5% | $2,440-99.6% |
| Participant deferral / active EE | $3,928 | $2,394+64.1% | $3,239+21.2% | $3,608+8.9% |
| Admin fee / account holder | $10,636 | $4,569+132.8% | $6,102+74.3% | $5,124+107.6% |