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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 | $28,691 | $53,546-46.4% | $69,890-58.9% | $68,490-58.1% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -17.89% | -13.87%-4.0pp | 190.84%-208.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $253 | $2,019-87.4% | $2,560-90.1% | $2,597-90.2% |
| Participant deferral / active EE | $1,341 | $2,957-54.6% | $3,848-65.1% | $4,028-66.7% |
| Admin fee / account holder | $670 | $4,693-85.7% | $6,267-89.3% | $5,403-87.6% |