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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 | $196,182 | $72,492+170.6% | $87,102+125.2% | $72,983+168.8% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.9%-32.4pp | 69.5%-25.0pp |
| Annual return | 22.11% | 24.46%-2.3pp | 28.19%-6.1pp | 81.01%-58.9pp |
| Employer contribution / active EE | $104 | $1,894-94.5% | $2,521-95.9% | $2,440-95.7% |
| Participant deferral / active EE | $4,034 | $3,270+23.4% | $4,048-0.3% | $3,608+11.8% |
| Admin fee / account holder | $3,111 | $5,055-38.5% | $7,491-58.5% | $5,124-39.3% |