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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 | $247,206 | $109,782+125.2% | $260,467-5.1% | $94,015+162.9% |
| Participation rate | 63.9% | 67.2%-3.3pp | 80.5%-16.6pp | 70.8%-6.9pp |
| Annual return | 16.40% | 18.60%-2.2pp | 100.60%-84.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,198 | $4,044+28.5% | $6,319-17.8% | $4,249+22.3% |
| Admin fee / account holder | $13,567 | $11,958+13.5% | $15,461-12.2% | $8,951+51.6% |