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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 | $79,855 | $50,947+56.7% | $74,551+7.1% | $64,173+24.4% |
| Participation rate | 25.9% | 61.1%-35.1pp | 69.1%-43.2pp | 69.6%-43.6pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $199 | $1,115-82.1% | $1,961-89.8% | $2,381-91.6% |
| Participant deferral / active EE | $1,162 | $2,302-49.5% | $3,108-62.6% | $3,470-66.5% |
| Admin fee / account holder | $24,796 | $4,221+487.4% | $5,059+390.1% | $4,887+407.3% |