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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 | $73,228 | $82,674-11.4% | $125,381-41.6% | $68,486+6.9% |
| Participation rate | 64.2% | 75.1%-10.9pp | 82.4%-18.2pp | 67.9%-3.7pp |
| Annual return | -10.61% | -5.97%-4.6pp | 572.31%-582.9pp | -7.85%-2.8pp |
| Employer contribution / active EE | $57 | $3,382-98.3% | $4,815-98.8% | $2,597-97.8% |
| Participant deferral / active EE | $6,037 | $6,111-1.2% | $7,448-18.9% | $4,028+49.9% |
| Admin fee / account holder | $1,119 | $6,277-82.2% | $10,007-88.8% | $5,404-79.3% |