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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 | $97,550+119.7% | $120,344+78.1% | $87,485+144.9% |
| Participation rate | 25.5% | 72.8%-47.3pp | 76.7%-51.2pp | 68.9%-43.4pp |
| Annual return | 15.91% | 18.41%-2.5pp | 20.30%-4.4pp | 26.06%-10.2pp |
| Employer contribution / active EE | $548 | $2,291-76.1% | $3,020-81.8% | $2,596-78.9% |
| Participant deferral / active EE | $2,319 | $4,230-45.2% | $5,135-54.8% | $4,274-45.7% |
| Admin fee / account holder | $13,346 | $9,543+39.9% | $12,742+4.7% | $7,775+71.7% |