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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 | $27,622 | $57,330-51.8% | $86,656-68.1% | $75,177-63.3% |
| Participation rate | 65.3% | 63.2%+2.1pp | 71.7%-6.4pp | 67.2%-1.9pp |
| Annual return | 35.49% | 2675.40%-2639.9pp | 593.09%-557.6pp | 160.75%-125.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,547 | $3,320+187.6% | $4,439+115.1% | $4,126+131.4% |
| Admin fee / account holder | $7,116 | $4,115+72.9% | $5,619+26.7% | $5,651+25.9% |