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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 | $104,098+105.8% | $140,514+52.5% | $94,015+127.9% |
| Participation rate | 25.5% | 73.7%-48.2pp | 77.8%-52.3pp | 70.8%-45.3pp |
| Annual return | 15.91% | 15.14%+0.8pp | 14.36%+1.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $548 | $2,388-77.0% | $3,378-83.8% | $2,790-80.4% |
| Participant deferral / active EE | $2,319 | $4,033-42.5% | $4,919-52.9% | $4,249-45.4% |
| Admin fee / account holder | $13,346 | $10,439+27.9% | $13,697-2.6% | $8,951+49.1% |