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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 | $156,047 | $58,391+167.2% | $76,667+103.5% | $72,976+113.8% |
| Participation rate | 36.4% | 67.4%-31.0pp | 72.1%-35.7pp | 69.5%-33.1pp |
| Annual return | 16.60% | 2306.65%-2290.0pp | 1166.74%-1150.1pp | 81.02%-64.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,604 | $2,690-3.2% | $3,336-21.9% | $3,608-27.8% |
| Admin fee / account holder | $16,062 | $4,014+300.1% | $6,423+150.1% | $5,124+213.5% |