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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 | $42,586 | $29,733+43.2% | $56,025-24.0% | $80,959-47.4% |
| Participation rate | 5.1% | 41.7%-36.6pp | 52.5%-47.4pp | 67.7%-62.5pp |
| Annual return | 12.75% | 35.28%-22.5pp | 1712.69%-1699.9pp | 35.67%-22.9pp |
| Employer contribution / active EE | $59 | $672-91.2% | $1,042-94.3% | $2,757-97.9% |
| Participant deferral / active EE | $616 | $1,229-49.9% | $1,955-68.5% | $4,300-85.7% |
| Admin fee / account holder | $565 | $2,434-76.8% | $2,828-80.0% | $6,925-91.8% |