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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 | $100,798 | $80,812+24.7% | $160,784-37.3% | $82,448+22.3% |
| Participation rate | 47.5% | 66.2%-18.7pp | 77.0%-29.4pp | 68.1%-20.5pp |
| Annual return | 20.64% | 100.59%-79.9pp | 1803.92%-1783.3pp | 41.64%-21.0pp |
| Employer contribution / active EE | $200 | $2,174-90.8% | $3,733-94.6% | $2,551-92.1% |
| Participant deferral / active EE | $4,808 | $4,335+10.9% | $6,293-23.6% | $4,139+16.1% |
| Admin fee / account holder | $22,592 | $7,695+193.6% | $9,717+132.5% | $7,234+212.3% |