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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 | $64,456 | $27,632+133.3% | $61,399+5.0% | $68,495-5.9% |
| Participation rate | 48.0% | 39.5%+8.5pp | 52.6%-4.6pp | 67.9%-19.9pp |
| Annual return | -19.44% | -13.24%-6.2pp | 338.81%-358.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,554 | $1,264+339.6% | $2,124+161.5% | $4,028+37.9% |
| Admin fee / account holder | $5,714 | $2,010+184.3% | $2,131+168.2% | $5,403+5.8% |