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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 | $110,137+124.5% | $161,149+53.4% | $82,637+199.2% |
| Participation rate | 69.4% | 72.4%-2.9pp | 78.8%-9.4pp | 68.1%+1.4pp |
| Annual return | 17.07% | 20.69%-3.6pp | 21.16%-4.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $725 | $2,856-74.6% | $4,360-83.4% | $2,552-71.6% |
| Participant deferral / active EE | $5,177 | $4,575+13.2% | $6,153-15.9% | $4,126+25.5% |
| Admin fee / account holder | $7,782 | $9,467-17.8% | $15,194-48.8% | $7,339+6.0% |