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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 | $69,211 | $27,639+150.4% | $61,501+12.5% | $68,490+1.1% |
| Participation rate | 34.0% | 39.5%-5.5pp | 52.6%-18.5pp | 67.9%-33.9pp |
| Annual return | -16.23% | -13.19%-3.0pp | 339.04%-355.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $37 | $696-94.7% | $1,160-96.8% | $2,597-98.6% |
| Participant deferral / active EE | $2,202 | $1,264+74.3% | $2,125+3.6% | $4,028-45.3% |
| Admin fee / account holder | $3,988 | $2,012+98.2% | $2,132+87.1% | $5,403-26.2% |