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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 | $53,466 | $29,733+79.8% | $56,025-4.6% | $80,959-34.0% |
| Participation rate | 43.9% | 41.7%+2.2pp | 52.5%-8.6pp | 67.7%-23.8pp |
| Annual return | 11.46% | 35.28%-23.8pp | 1712.69%-1701.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $60 | $672-91.1% | $1,042-94.3% | $2,757-97.8% |
| Participant deferral / active EE | $1,194 | $1,229-2.9% | $1,955-38.9% | $4,300-72.2% |
| Admin fee / account holder | $4,268 | $2,434+75.4% | $2,828+50.9% | $6,925-38.4% |