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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 | $195,230 | $73,787+164.6% | $98,716+97.8% | $82,448+136.8% |
| Participation rate | 36.8% | 61.4%-24.6pp | 69.3%-32.5pp | 68.1%-31.2pp |
| Annual return | 18.22% | 18.57%-0.3pp | 31.81%-13.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $247 | $1,511-83.7% | $2,279-89.2% | $2,551-90.3% |
| Participant deferral / active EE | $1,491 | $3,081-51.6% | $4,048-63.2% | $4,139-64.0% |
| Admin fee / account holder | $5,067 | $6,500-22.1% | $8,703-41.8% | $7,234-30.0% |