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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 | $163,116 | $80,812+101.8% | $160,784+1.5% | $82,448+97.8% |
| Participation rate | 55.2% | 66.2%-11.1pp | 77.0%-21.8pp | 68.1%-12.9pp |
| Annual return | 14.39% | 100.59%-86.2pp | 1803.92%-1789.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,490 | $4,335+26.6% | $6,293-12.8% | $4,139+32.6% |
| Admin fee / account holder | $1,897 | $7,695-75.3% | $9,717-80.5% | $7,234-73.8% |