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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 | $119,974 | $27,632+334.2% | $61,452+95.2% | $68,486+75.2% |
| Participation rate | 17.1% | 39.5%-22.4pp | 52.6%-35.4pp | 67.9%-50.8pp |
| Annual return | -17.41% | -13.24%-4.2pp | 338.96%-356.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $39 | $696-94.4% | $1,160-96.7% | $2,597-98.5% |
| Participant deferral / active EE | $1,410 | $1,264+11.6% | $2,125-33.6% | $4,028-65.0% |
| Admin fee / account holder | $897 | $2,010-55.4% | $2,131-57.9% | $5,404-83.4% |