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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 | $35,052 | $45,566-23.1% | $64,105-45.3% | $59,633-41.2% |
| Participation rate | 65.8% | 60.2%+5.6pp | 68.2%-2.4pp | 68.7%-2.9pp |
| Annual return | -0.87% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,954 | $2,057-5.0% | $2,822-30.8% | $3,192-38.8% |
| Admin fee / account holder | $9,057 | $3,268+177.2% | $4,499+101.3% | $4,297+110.8% |