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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 | $179,782 | $80,812+122.5% | $160,784+11.8% | $82,448+118.1% |
| Participation rate | 62.5% | 66.2%-3.7pp | 77.0%-14.5pp | 68.1%-5.6pp |
| Annual return | 18.23% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,684 | $4,335+146.4% | $6,293+69.8% | $4,139+158.1% |
| Admin fee / account holder | $637 | $7,695-91.7% | $9,717-93.4% | $7,234-91.2% |