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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 | $247,206 | $80,812+205.9% | $160,784+53.8% | $82,448+199.8% |
| Participation rate | 63.9% | 66.2%-2.3pp | 77.0%-13.1pp | 68.1%-4.2pp |
| Annual return | 16.40% | 100.59%-84.2pp | 1803.92%-1787.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,198 | $4,335+19.9% | $6,293-17.4% | $4,139+25.6% |
| Admin fee / account holder | $13,567 | $7,695+76.3% | $9,717+39.6% | $7,234+87.5% |