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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 | $129,787 | $80,812+60.6% | $160,784-19.3% | $82,448+57.4% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 15.73% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $335 | $2,174-84.6% | $3,733-91.0% | $2,551-86.9% |
| Participant deferral / active EE | $2,055 | $4,335-52.6% | $6,293-67.3% | $4,139-50.4% |
| Admin fee / account holder | $20,938 | $7,695+172.1% | $9,717+115.5% | $7,234+189.4% |