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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 | $15,571 | $44,103-64.7% | $75,826-79.5% | $64,181-75.7% |
| Participation rate | 60.0% | 62.7%-2.7pp | 68.2%-8.2pp | 69.6%-9.6pp |
| Annual return | -6.06% | -4.72%-1.3pp | 1914.15%-1920.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $188 | $1,446-87.0% | $1,913-90.2% | $2,381-92.1% |
| Participant deferral / active EE | $1,379 | $2,204-37.4% | $2,862-51.8% | $3,470-60.2% |
| Admin fee / account holder | $3,495 | $3,506-0.3% | $4,726-26.1% | $4,887-28.5% |