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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 | $30,385+211.1% | $56,054+68.7% | $74,400+27.1% |
| Participation rate | 6.9% | 32.9%-26.0pp | 52.5%-45.6pp | 67.2%-60.3pp |
| Annual return | 11.23% | 24.92%-13.7pp | 1705.95%-1694.7pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $88 | $609-85.5% | $1,039-91.5% | $2,624-96.6% |
| Participant deferral / active EE | $478 | $1,174-59.3% | $1,952-75.5% | $4,348-89.0% |
| Admin fee / account holder | $1,300 | $2,361-44.9% | $2,822-53.9% | $1,944-33.1% |