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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 | $73,745 | $32,117+129.6% | $71,086+3.7% | $64,181+14.9% |
| Participation rate | 59.1% | 42.7%+16.4pp | 54.7%+4.4pp | 69.6%-10.5pp |
| Annual return | -3.42% | -5.57%+2.1pp | 650.59%-654.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,024 | $1,263+139.5% | $1,874+61.4% | $3,470-12.8% |
| Admin fee / account holder | $11,996 | $2,759+334.8% | $3,082+289.2% | $4,887+145.5% |