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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 | $18,725 | $48,267-61.2% | $68,808-72.8% | $68,486-72.7% |
| Participation rate | 69.5% | 60.7%+8.8pp | 69.0%+0.5pp | 67.9%+1.6pp |
| Annual return | -12.13% | -12.70%+0.6pp | -6.37%-5.8pp | -7.85%-4.3pp |
| Employer contribution / active EE | $188 | $1,829-89.7% | $2,656-92.9% | $2,597-92.8% |
| Participant deferral / active EE | $1,645 | $2,867-42.6% | $3,942-58.3% | $4,028-59.2% |
| Admin fee / account holder | $2,887 | $4,362-33.8% | $4,936-41.5% | $5,404-46.6% |