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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 | $138,597 | $110,801+25.1% | $86,615+60.0% | $167,536-17.3% |
| Participation rate | 36.4% | 75.8%-39.4pp | 71.6%-35.3pp | 82.1%-45.7pp |
| Annual return | 21.61% | 116.96%-95.4pp | 63.51%-41.9pp | 478.82%-457.2pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,879 | $4,547-14.7% | $3,699+4.9% | $6,342-38.8% |
| Admin fee / account holder | $4,417 | $8,417-47.5% | $5,830-24.2% | $12,315-64.1% |