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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 | $219,774 | $88,672+147.8% | $105,223+108.9% | $82,448+166.6% |
| Participation rate | 56.1% | 67.9%-11.8pp | 75.0%-18.9pp | 68.1%-12.0pp |
| Annual return | 13.27% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $278 | $3,048-90.9% | $3,689-92.5% | $2,551-89.1% |
| Participant deferral / active EE | $4,627 | $4,036+14.6% | $5,072-8.8% | $4,139+11.8% |
| Admin fee / account holder | $28,650 | $7,146+300.9% | $8,859+223.4% | $7,234+296.0% |