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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 | $36,711 | $80,812-54.6% | $160,784-77.2% | $82,448-55.5% |
| Participation rate | 25.0% | 66.2%-41.2pp | 77.0%-52.0pp | 68.1%-43.1pp |
| Annual return | 37.72% | 100.59%-62.9pp | 1803.92%-1766.2pp | 41.64%-3.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,273 | $4,335-47.6% | $6,293-63.9% | $4,139-45.1% |
| Admin fee / account holder | $16,814 | $7,695+118.5% | $9,717+73.0% | $7,234+132.4% |