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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 | $22,607 | $64,719-65.1% | $112,249-79.9% | $68,486-67.0% |
| Participation rate | 34.5% | 67.2%-32.7pp | 75.1%-40.6pp | 67.9%-33.4pp |
| Annual return | -14.91% | -11.40%-3.5pp | 27.48%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $564 | $2,747-79.4% | $3,636-84.5% | $2,597-78.3% |
| Participant deferral / active EE | $1,881 | $3,565-47.2% | $4,729-60.2% | $4,028-53.3% |
| Admin fee / account holder | $2,139 | $5,232-59.1% | $6,412-66.6% | $5,404-60.4% |