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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 | $216,953 | $78,027+178.0% | $178,528+21.5% | $80,925+168.1% |
| Participation rate | 63.9% | 65.7%-1.8pp | 77.1%-13.2pp | 67.7%-3.8pp |
| Annual return | 17.89% | 18.09%-0.2pp | 27.11%-9.2pp | 35.65%-17.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,851 | $4,408+10.1% | $6,278-22.7% | $4,299+12.8% |
| Admin fee / account holder | $2,802 | $7,168-60.9% | $10,419-73.1% | $6,940-59.6% |