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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 | $205,240 | $88,672+131.5% | $105,223+95.1% | $82,448+148.9% |
| Participation rate | 56.1% | 67.9%-11.8pp | 75.0%-18.9pp | 68.1%-12.0pp |
| Annual return | 18.11% | 30.86%-12.8pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $663 | $3,048-78.2% | $3,689-82.0% | $2,551-74.0% |
| Participant deferral / active EE | $2,146 | $4,036-46.8% | $5,072-57.7% | $4,139-48.2% |
| Admin fee / account holder | $1,188 | $7,146-83.4% | $8,859-86.6% | $7,234-83.6% |