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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 | $16,845 | $48,267-65.1% | $68,808-75.5% | $68,486-75.4% |
| Participation rate | 32.9% | 60.7%-27.8pp | 69.0%-36.1pp | 67.9%-35.0pp |
| Annual return | -16.34% | -12.70%-3.6pp | -6.37%-10.0pp | -7.85%-8.5pp |
| Employer contribution / active EE | $169 | $1,829-90.8% | $2,656-93.6% | $2,597-93.5% |
| Participant deferral / active EE | $1,125 | $2,867-60.8% | $3,942-71.5% | $4,028-72.1% |
| Admin fee / account holder | $2,499 | $4,362-42.7% | $4,936-49.4% | $5,404-53.7% |