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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 | $25,158 | $54,162-53.5% | $68,612-63.3% | $64,173-60.8% |
| Participation rate | 61.2% | 68.1%-6.8pp | 72.2%-11.0pp | 69.6%-8.3pp |
| Annual return | -4.02% | -1.62%-2.4pp | -4.63%+0.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $223 | $1,846-87.9% | $2,625-91.5% | $2,381-90.6% |
| Participant deferral / active EE | $1,352 | $2,626-48.5% | $3,311-59.2% | $3,470-61.0% |
| Admin fee / account holder | $4,673 | $4,029+16.0% | $5,131-8.9% | $4,887-4.4% |