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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 | $61,390 | $29,733+106.5% | $56,025+9.6% | $80,959-24.2% |
| Participation rate | 9.8% | 41.7%-31.9pp | 52.5%-42.7pp | 67.7%-57.8pp |
| Annual return | 26.53% | 35.28%-8.8pp | 1712.69%-1686.2pp | 35.67%-9.1pp |
| Employer contribution / active EE | $78 | $672-88.4% | $1,042-92.5% | $2,757-97.2% |
| Participant deferral / active EE | $467 | $1,229-62.0% | $1,955-76.1% | $4,300-89.1% |
| Admin fee / account holder | $3,206 | $2,434+31.7% | $2,828+13.3% | $6,925-53.7% |