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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 | $74,875 | $45,872+63.2% | $77,100-2.9% | $68,490+9.3% |
| Participation rate | 9.7% | 55.9%-46.2pp | 67.9%-58.2pp | 67.9%-58.2pp |
| Annual return | -19.96% | 1.73%-21.7pp | 42.35%-62.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $230 | $1,650-86.1% | $2,815-91.8% | $2,597-91.1% |
| Participant deferral / active EE | $962 | $2,963-67.5% | $4,430-78.3% | $4,028-76.1% |
| Admin fee / account holder | $600 | $3,041-80.3% | $5,443-89.0% | $5,403-88.9% |