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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 | $159,385 | $85,766+85.8% | $136,298+16.9% | $70,126+127.3% |
| Participation rate | 42.5% | 74.2%-31.7pp | 81.9%-39.4pp | 69.5%-27.0pp |
| Annual return | 20.36% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,382 | $5,051-13.2% | $6,247-29.9% | $3,332+31.5% |
| Admin fee / account holder | $2,107 | $5,421-61.1% | $9,244-77.2% | $4,645-54.6% |