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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 | $100,194+113.9% | $122,979+74.2% | $86,983+146.4% |
| Participation rate | 25.5% | 73.0%-47.5pp | 77.2%-51.7pp | 69.5%-44.1pp |
| Annual return | 15.91% | 16.47%-0.6pp | 20.12%-4.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $548 | $2,326-76.4% | $3,062-82.1% | $2,584-78.8% |
| Participant deferral / active EE | $2,319 | $4,133-43.9% | $5,003-53.7% | $4,194-44.7% |
| Admin fee / account holder | $13,346 | $10,148+31.5% | $12,864+3.7% | $7,856+69.9% |