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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 | $94,536 | $30,437+210.6% | $56,033+68.7% | $74,459+27.0% |
| Participation rate | 6.9% | 32.9%-26.0pp | 52.5%-45.6pp | 67.2%-60.3pp |
| Annual return | 11.23% | 24.96%-13.7pp | 1711.38%-1700.1pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $88 | $610-85.6% | $1,041-91.5% | $2,626-96.6% |
| Participant deferral / active EE | $478 | $1,176-59.4% | $1,954-75.6% | $4,350-89.0% |
| Admin fee / account holder | $1,300 | $2,363-45.0% | $2,827-54.0% | $1,945-33.1% |