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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 | $24,251 | $45,872-47.1% | $77,081-68.5% | $68,495-64.6% |
| Participation rate | 65.9% | 55.9%+10.0pp | 67.9%-2.0pp | 67.9%-2.0pp |
| Annual return | -17.21% | 1.73%-18.9pp | 42.33%-59.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,900 | $2,963-35.9% | $4,428-57.1% | $4,028-52.8% |
| Admin fee / account holder | $2,997 | $3,041-1.4% | $5,427-44.8% | $5,403-44.5% |