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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 | $153,015 | $70,418+117.3% | $96,570+58.4% | $85,847+78.2% |
| Participation rate | 36.8% | 61.8%-25.0pp | 69.8%-33.0pp | 69.3%-32.5pp |
| Annual return | 19.62% | 18.59%+1.0pp | 37.79%-18.2pp | 318.61%-299.0pp |
| Employer contribution / active EE | $219 | $1,413-84.5% | $2,357-90.7% | $2,565-91.5% |
| Participant deferral / active EE | $2,603 | $2,894-10.1% | $3,849-32.4% | $3,952-34.1% |
| Admin fee / account holder | $2,825 | $4,995-43.4% | $6,182-54.3% | $6,261-54.9% |