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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 | $24,196 | $71,878-66.3% | $86,698-72.1% | $68,486-64.7% |
| Participation rate | 26.1% | 72.2%-46.1pp | 76.6%-50.5pp | 67.9%-41.8pp |
| Annual return | -7.87% | 3.53%-11.4pp | 35.95%-43.8pp | -7.85%0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,556 | $3,779-32.4% | $4,656-45.1% | $4,028-36.5% |
| Admin fee / account holder | $4,224 | $6,113-30.9% | $7,493-43.6% | $5,404-21.8% |