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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 | $245,712 | $74,535+229.7% | $100,712+144.0% | $82,637+197.3% |
| Participation rate | 36.7% | 61.2%-24.5pp | 69.3%-32.6pp | 68.1%-31.3pp |
| Annual return | 15.36% | 18.92%-3.6pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $7 | $1,503-99.6% | $2,313-99.7% | $2,552-99.7% |
| Participant deferral / active EE | $3,291 | $3,074+7.1% | $4,085-19.4% | $4,126-20.2% |
| Admin fee / account holder | $3,244 | $6,576-50.7% | $9,256-65.0% | $7,339-55.8% |