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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 | $211,285 | $126,661+66.8% | $113,397+86.3% | $138,895+52.1% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.5%-18.2pp | 79.9%-21.6pp |
| Annual return | 11.40% | 25.05%-13.7pp | 23.20%-11.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $630 | $3,456-81.8% | $2,977-78.8% | $4,194-85.0% |
| Participant deferral / active EE | $3,158 | $5,693-44.5% | $5,076-37.8% | $6,396-50.6% |
| Admin fee / account holder | $52,775 | $14,549+262.7% | $11,957+341.4% | $12,562+320.1% |