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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 | $214,285 | $95,453+124.5% | $112,040+91.3% | $82,448+159.9% |
| Participation rate | 25.5% | 72.8%-47.3pp | 76.5%-51.0pp | 68.1%-42.6pp |
| Annual return | 15.91% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $548 | $2,318-76.3% | $2,954-81.4% | $2,551-78.5% |
| Participant deferral / active EE | $2,319 | $4,224-45.1% | $5,098-54.5% | $4,139-44.0% |
| Admin fee / account holder | $13,346 | $9,013+48.1% | $12,098+10.3% | $7,234+84.5% |