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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 | $84,953+161.4% | $163,379+35.9% | $82,637+168.7% |
| Participation rate | 28.6% | 65.9%-37.4pp | 76.8%-48.3pp | 68.1%-39.5pp |
| Annual return | 16.44% | 23.07%-6.6pp | 63.41%-47.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $242 | $2,183-88.9% | $3,752-93.6% | $2,552-90.5% |
| Participant deferral / active EE | $2,078 | $4,326-52.0% | $6,282-66.9% | $4,126-49.6% |
| Admin fee / account holder | $5,972 | $7,921-24.6% | $9,818-39.2% | $7,339-18.6% |