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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 | $145,556 | $32,117+353.2% | $71,089+104.8% | $64,173+126.8% |
| Participation rate | 14.3% | 42.7%-28.4pp | 54.6%-40.4pp | 69.6%-55.3pp |
| Annual return | -8.59% | -5.57%-3.0pp | 650.65%-659.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,372 | $1,263+8.7% | $1,873-26.7% | $3,470-60.5% |
| Admin fee / account holder | $1,196 | $2,759-56.7% | $3,082-61.2% | $4,887-75.5% |