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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 | $36,287 | $65,125-44.3% | $143,797-74.8% | $66,949-45.8% |
| Participation rate | 23.3% | 65.2%-41.9pp | 80.3%-57.0pp | 69.8%-46.5pp |
| Annual return | -17.64% | -11.13%-6.5pp | -0.04%-17.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $369 | $2,362-84.4% | $4,952-92.6% | $2,545-85.5% |
| Participant deferral / active EE | $990 | $2,920-66.1% | $5,638-82.4% | $4,239-76.7% |
| Admin fee / account holder | $9,075 | $503+1705.3% | $14,679-38.2% | $594+1428.8% |