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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 | $197,725 | $73,978+167.3% | $96,515+104.9% | $75,173+163.0% |
| Participation rate | 29.4% | 66.4%-37.0pp | 74.3%-44.9pp | 67.2%-37.8pp |
| Annual return | 16.39% | 26.72%-10.3pp | 35.73%-19.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $659 | $2,931-77.5% | $3,740-82.4% | $2,671-75.3% |
| Participant deferral / active EE | $2,151 | $3,660-41.2% | $4,880-55.9% | $4,126-47.9% |
| Admin fee / account holder | $1,405 | $5,219-73.1% | $6,735-79.1% | $5,651-75.1% |