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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 | $202,072 | $94,436+114.0% | $115,599+74.8% | $82,637+144.5% |
| Participation rate | 31.0% | 70.4%-39.4pp | 74.3%-43.2pp | 68.1%-37.0pp |
| Annual return | 14.03% | 18.37%-4.3pp | 111.10%-97.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $474 | $2,324-79.6% | $2,955-84.0% | $2,552-81.4% |
| Participant deferral / active EE | $2,550 | $3,955-35.5% | $4,889-47.9% | $4,126-38.2% |
| Admin fee / account holder | $2,082 | $10,328-79.8% | $12,841-83.8% | $7,339-71.6% |