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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 | $73,237 | $82,630-11.4% | $64,105+14.2% | $125,389-41.6% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | -1.31% | 1489.72%-1491.0pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $38 | $2,671-98.6% | $1,820-97.9% | $4,866-99.2% |
| Participant deferral / active EE | $1,241 | $3,608-65.6% | $2,822-56.0% | $5,352-76.8% |
| Admin fee / account holder | $1,030 | $6,382-83.9% | $4,499-77.1% | $9,541-89.2% |