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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 | $215,201 | $74,535+188.7% | $100,712+113.7% | $82,637+160.4% |
| Participation rate | 45.1% | 61.2%-16.1pp | 69.3%-24.2pp | 68.1%-23.0pp |
| Annual return | 14.14% | 18.92%-4.8pp | 33.27%-19.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,583 | $3,074+16.6% | $4,085-12.3% | $4,126-13.2% |
| Admin fee / account holder | $3,763 | $6,576-42.8% | $9,256-59.3% | $7,339-48.7% |