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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 | $208,036 | $65,364+218.3% | $92,909+123.9% | $72,975+185.1% |
| Participation rate | 46.2% | 68.3%-22.2pp | 76.0%-29.9pp | 69.5%-23.3pp |
| Annual return | 20.60% | 42.11%-21.5pp | 109.44%-88.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $291 | $2,594-88.8% | $3,653-92.0% | $2,440-88.1% |
| Participant deferral / active EE | $3,650 | $3,128+16.7% | $4,238-13.9% | $3,608+1.2% |
| Admin fee / account holder | $11,090 | $4,251+160.9% | $5,795+91.4% | $5,124+116.4% |