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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 | $116,271 | $80,812+43.9% | $160,784-27.7% | $82,448+41.0% |
| Participation rate | 48.5% | 66.2%-17.7pp | 77.0%-28.5pp | 68.1%-19.6pp |
| Annual return | 16.47% | 100.59%-84.1pp | 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 | $4,247 | $4,335-2.0% | $6,293-32.5% | $4,139+2.6% |
| Admin fee / account holder | $30,557 | $7,695+297.1% | $9,717+214.5% | $7,234+322.4% |