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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 | $246,303 | $45,872+436.9% | $77,100+219.5% | $68,490+259.6% |
| Participation rate | 5.7% | 55.9%-50.2pp | 67.9%-62.2pp | 67.9%-62.2pp |
| Annual return | -6.42% | 1.73%-8.1pp | 42.35%-48.8pp | -7.85%+1.4pp |
| Employer contribution / active EE | $143 | $1,650-91.4% | $2,815-94.9% | $2,597-94.5% |
| Participant deferral / active EE | $1,543 | $2,963-47.9% | $4,430-65.2% | $4,028-61.7% |
| Admin fee / account holder | $2,310 | $3,041-24.0% | $5,443-57.6% | $5,403-57.2% |