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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 | $65,032 | $90,107-27.8% | $182,262-64.3% | $69,733-6.7% |
| Participation rate | 10.6% | 64.8%-54.2pp | 84.2%-73.6pp | 62.5%-51.8pp |
| Annual return | 11.74% | 95.58%-83.8pp | 140.60%-128.9pp | 15.22%-3.5pp |
| Employer contribution / active EE | $19 | $3,043-99.4% | $5,046-99.6% | $2,250-99.1% |
| Participant deferral / active EE | $1,381 | $5,135-73.1% | $8,276-83.3% | $3,054-54.8% |
| Admin fee / account holder | $47,542 | $3,377+1307.8% | $16,712+184.5% | $3,102+1432.6% |