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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 | $216,755 | $102,422+111.6% | $147,117+47.3% | $80,959+167.7% |
| Participation rate | 48.7% | 75.9%-27.2pp | 82.2%-33.5pp | 67.7%-18.9pp |
| Annual return | 20.25% | 135.16%-114.9pp | 420.54%-400.3pp | 35.67%-15.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,682 | $6,652+30.5% | $8,065+7.7% | $4,300+101.9% |
| Admin fee / account holder | $3,651 | $7,953-54.1% | $12,993-71.9% | $6,925-47.3% |