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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 | $76,646 | $80,812-5.2% | $160,784-52.3% | $82,448-7.0% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 13.78% | 100.59%-86.8pp | 1803.92%-1790.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,637 | $4,335-16.1% | $6,293-42.2% | $4,139-12.1% |
| Admin fee / account holder | $3,417 | $7,695-55.6% | $9,717-64.8% | $7,234-52.8% |