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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 | $90,400+145.6% | $186,193+19.2% | $87,485+153.8% |
| Participation rate | 28.6% | 66.2%-37.6pp | 77.1%-48.5pp | 68.9%-40.4pp |
| Annual return | 16.44% | 22.15%-5.7pp | 78.03%-61.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $242 | $2,170-88.9% | $3,918-93.8% | $2,596-90.7% |
| Participant deferral / active EE | $2,078 | $4,330-52.0% | $6,513-68.1% | $4,274-51.4% |
| Admin fee / account holder | $5,972 | $8,673-31.1% | $11,058-46.0% | $7,775-23.2% |