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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 | $229,119 | $72,492+216.1% | $87,104+163.0% | $72,975+214.0% |
| Participation rate | 56.8% | 72.8%-16.1pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 27.84% | 24.46%+3.4pp | 28.19%-0.4pp | 81.01%-53.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,690 | $3,270+135.2% | $4,048+90.0% | $3,608+113.2% |
| Admin fee / account holder | $803 | $5,055-84.1% | $7,491-89.3% | $5,124-84.3% |