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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 | $96,173 | $54,355+76.9% | $82,744+16.2% | $68,486+40.4% |
| Participation rate | 4.5% | 63.9%-59.4pp | 72.6%-68.0pp | 67.9%-63.3pp |
| Annual return | -17.09% | -13.67%-3.4pp | 702.22%-719.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $152 | $2,219-93.2% | $3,008-95.0% | $2,597-94.2% |
| Participant deferral / active EE | $971 | $3,246-70.1% | $4,395-77.9% | $4,028-75.9% |
| Admin fee / account holder | $8,665 | $4,397+97.1% | $5,325+62.7% | $5,404+60.3% |