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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 | $215,291 | $101,950+111.2% | $125,529+71.5% | $86,983+147.5% |
| Participation rate | 41.8% | 70.2%-28.3pp | 74.7%-32.9pp | 69.5%-27.7pp |
| Annual return | 16.90% | 18.29%-1.4pp | 202.56%-185.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $567 | $2,358-76.0% | $3,058-81.5% | $2,584-78.1% |
| Participant deferral / active EE | $3,090 | $3,862-20.0% | $4,813-35.8% | $4,194-26.3% |
| Admin fee / account holder | $1,225 | $12,791-90.4% | $16,298-92.5% | $7,856-84.4% |