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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 | $49,020 | $48,274+1.5% | $63,244-22.5% | $59,633-17.8% |
| Participation rate | 18.5% | 66.3%-47.9pp | 71.0%-52.6pp | 68.7%-50.2pp |
| Annual return | 16.65% | -240.79%+257.4pp | -70.31%+87.0pp | 2041.45%-2024.8pp |
| Employer contribution / active EE | $264 | $1,586-83.4% | $2,322-88.6% | $2,203-88.0% |
| Participant deferral / active EE | $1,053 | $2,343-55.1% | $2,953-64.3% | $3,192-67.0% |
| Admin fee / account holder | $10,862 | $3,600+201.7% | $5,893+84.3% | $4,297+152.8% |