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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 | $86,354 | $80,812+6.9% | $160,784-46.3% | $82,448+4.7% |
| Participation rate | 37.5% | 66.2%-28.7pp | 77.0%-39.5pp | 68.1%-30.6pp |
| Annual return | 20.28% | 100.59%-80.3pp | 1803.92%-1783.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,381 | $4,335-45.1% | $6,293-62.2% | $4,139-42.5% |
| Admin fee / account holder | $788 | $7,695-89.8% | $9,717-91.9% | $7,234-89.1% |