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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 | $50,210 | $106,008-52.6% | $92,240-45.6% | $147,586-66.0% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 15.36% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $7 | $4,333-99.8% | $3,680-99.8% | $4,876-99.9% |
| Participant deferral / active EE | $1,865 | $4,478-58.4% | $3,897-52.2% | $5,439-65.7% |
| Admin fee / account holder | $53,758 | $6,333+748.9% | $5,194+935.0% | $10,886+393.8% |