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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 | $195,050 | $121,719+60.2% | $210,053-7.1% | $116,462+67.5% |
| Participation rate | 30.0% | 76.0%-46.0pp | 80.8%-50.8pp | 74.7%-44.7pp |
| Annual return | 11.41% | 14.29%-2.9pp | 232.76%-221.4pp | 15.65%-4.2pp |
| Employer contribution / active EE | $571 | $2,386-76.1% | $4,521-87.4% | $3,231-82.3% |
| Participant deferral / active EE | $2,955 | $3,917-24.6% | $4,238-30.3% | $3,836-23.0% |
| Admin fee / account holder | $3,425 | $13,730-75.1% | $16,990-79.8% | $12,754-73.1% |