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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 | $218,268 | $93,589+133.2% | $135,942+60.6% | $75,181+190.3% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 18.52% | 30.90%-12.4pp | 68.28%-49.8pp | 160.69%-142.2pp |
| Employer contribution / active EE | $586 | $3,537-83.4% | $4,858-87.9% | $2,671-78.1% |
| Participant deferral / active EE | $2,865 | $6,405-55.3% | $7,759-63.1% | $4,126-30.6% |
| Admin fee / account holder | $5,294 | $6,977-24.1% | $10,764-50.8% | $5,650-6.3% |