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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 | $234,490 | $81,487+187.8% | $102,412+129.0% | $80,935+189.7% |
| Participation rate | 32.4% | 66.8%-34.5pp | 74.5%-42.2pp | 67.7%-35.3pp |
| Annual return | 16.25% | 25.60%-9.3pp | 24.94%-8.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $211 | $3,103-93.2% | $3,870-94.5% | $2,757-92.3% |
| Participant deferral / active EE | $2,264 | $3,871-41.5% | $5,060-55.3% | $4,299-47.3% |
| Admin fee / account holder | $2,437 | $6,717-63.7% | $8,388-70.9% | $6,924-64.8% |