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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 | $247,228 | $108,825+127.2% | $156,181+58.3% | $82,448+199.9% |
| Participation rate | 69.4% | 72.4%-2.9pp | 78.8%-9.4pp | 68.1%+1.4pp |
| Annual return | 17.07% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $725 | $2,870-74.7% | $4,294-83.1% | $2,551-71.6% |
| Participant deferral / active EE | $5,177 | $4,577+13.1% | $6,132-15.6% | $4,139+25.1% |
| Admin fee / account holder | $7,782 | $9,341-16.7% | $14,586-46.7% | $7,234+7.6% |