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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 | $158,492 | $80,812+96.1% | $160,784-1.4% | $82,448+92.2% |
| Participation rate | 22.6% | 66.2%-43.6pp | 77.0%-54.3pp | 68.1%-45.4pp |
| Annual return | 15.53% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,579 | $4,335-63.6% | $6,293-74.9% | $4,139-61.8% |
| Admin fee / account holder | $2,653 | $7,695-65.5% | $9,717-72.7% | $7,234-63.3% |