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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 | $88,397 | $56,116+57.5% | $135,768-34.9% | $86,983+1.6% |
| Participation rate | 4.8% | 60.1%-55.4pp | 71.1%-66.3pp | 69.5%-64.8pp |
| Annual return | 18.72% | 125.33%-106.6pp | 526.10%-507.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $110 | $1,528-92.8% | $3,394-96.8% | $2,584-95.8% |
| Participant deferral / active EE | $1,072 | $2,690-60.1% | $3,977-73.0% | $4,194-74.4% |
| Admin fee / account holder | $2,056 | $4,314-52.3% | $7,048-70.8% | $7,856-73.8% |