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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 | $239,985 | $81,487+194.5% | $102,412+134.3% | $80,935+196.5% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.7%-33.0pp |
| Annual return | 12.99% | 25.60%-12.6pp | 24.94%-12.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $698 | $3,103-77.5% | $3,870-82.0% | $2,757-74.7% |
| Participant deferral / active EE | $2,667 | $3,871-31.1% | $5,060-47.3% | $4,299-38.0% |
| Admin fee / account holder | $403 | $6,717-94.0% | $8,388-95.2% | $6,924-94.2% |