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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 | $218,710 | $90,400+141.9% | $186,193+17.5% | $87,485+150.0% |
| Participation rate | 42.9% | 66.2%-23.3pp | 77.1%-34.3pp | 68.9%-26.1pp |
| Annual return | 17.05% | 22.15%-5.1pp | 78.03%-61.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,927 | $4,330+13.8% | $6,513-24.3% | $4,274+15.3% |
| Admin fee / account holder | $4,153 | $8,673-52.1% | $11,058-62.4% | $7,775-46.6% |