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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 | $229,134 | $77,523+195.6% | $100,383+128.3% | $80,874+183.3% |
| Participation rate | 66.2% | 77.0%-10.8pp | 81.5%-15.3pp | 67.6%-1.5pp |
| Annual return | 17.77% | 37.21%-19.4pp | 49.26%-31.5pp | 35.62%-17.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,501 | $6,822+10.0% | $8,086-7.2% | $4,297+74.6% |
| Admin fee / account holder | $21,317 | $5,899+261.4% | $7,900+169.8% | $6,935+207.4% |