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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 | $43,502 | $42,548+2.2% | $74,551-41.6% | $56,289-22.7% |
| Participation rate | 25.9% | 60.5%-34.6pp | 69.1%-43.3pp | 69.9%-44.0pp |
| Annual return | -2.57% | 12.40%-15.0pp | 32.53%-35.1pp | -9.96%+7.4pp |
| Employer contribution / active EE | $182 | $855-78.8% | $1,961-90.7% | $2,111-91.4% |
| Participant deferral / active EE | $1,582 | $2,277-30.5% | $3,108-49.1% | $3,350-52.8% |
| Admin fee / account holder | $27,646 | $467+5818.0% | $5,059+446.5% | $521+5206.7% |