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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 | $247,682 | $86,938+184.9% | $102,423+141.8% | $80,925+206.1% |
| Participation rate | 47.1% | 72.4%-25.3pp | 76.5%-29.4pp | 67.7%-20.6pp |
| Annual return | 11.03% | 18.89%-7.9pp | 29.42%-18.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,460 | $4,120+56.8% | $5,054+27.8% | $4,299+50.3% |
| Admin fee / account holder | $13,251 | $8,053+64.6% | $9,455+40.2% | $6,940+90.9% |