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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 | $64,461 | $30,385+112.1% | $56,054+15.0% | $74,400-13.4% |
| Participation rate | 6.9% | 32.9%-26.0pp | 52.5%-45.6pp | 67.2%-60.3pp |
| Annual return | 194.26% | 24.92%+169.3pp | 1705.95%-1511.7pp | 1367.51%-1173.2pp |
| Employer contribution / active EE | $19 | $609-96.8% | $1,039-98.1% | $2,624-99.3% |
| Participant deferral / active EE | $483 | $1,174-58.9% | $1,952-75.3% | $4,348-88.9% |
| Admin fee / account holder | $807 | $2,361-65.8% | $2,822-71.4% | $1,944-58.5% |