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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 | $222,026 | $109,782+102.2% | $260,467-14.8% | $94,015+136.2% |
| Participation rate | 28.6% | 67.2%-38.6pp | 80.5%-51.9pp | 70.8%-42.2pp |
| Annual return | 16.44% | 18.60%-2.2pp | 100.60%-84.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $242 | $2,147-88.7% | $4,239-94.3% | $2,790-91.3% |
| Participant deferral / active EE | $2,078 | $4,044-48.6% | $6,319-67.1% | $4,249-51.1% |
| Admin fee / account holder | $5,972 | $11,958-50.1% | $15,461-61.4% | $8,951-33.3% |