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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 | $13,302 | $32,117-58.6% | $71,086-81.3% | $64,173-79.3% |
| Participation rate | 49.0% | 42.7%+6.3pp | 54.7%-5.7pp | 69.6%-20.6pp |
| Annual return | -5.98% | -5.57%-0.4pp | 650.59%-656.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $75 | $712-89.5% | $1,088-93.1% | $2,381-96.8% |
| Participant deferral / active EE | $963 | $1,263-23.7% | $1,874-48.6% | $3,470-72.2% |
| Admin fee / account holder | $4,876 | $2,759+76.7% | $3,082+58.2% | $4,887-0.2% |