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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 | $150,973 | $80,812+86.8% | $160,784-6.1% | $82,448+83.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 13.79% | 100.59%-86.8pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,681 | $4,335+31.0% | $6,293-9.7% | $4,139+37.3% |
| Admin fee / account holder | $4,732 | $7,695-38.5% | $9,717-51.3% | $7,234-34.6% |