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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 | $27,696 | $48,267-42.6% | $68,794-59.7% | $68,495-59.6% |
| Participation rate | 44.4% | 60.7%-16.2pp | 69.0%-24.6pp | 67.9%-23.4pp |
| Annual return | -16.44% | -12.70%-3.7pp | -6.37%-10.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $255 | $1,829-86.0% | $2,656-90.4% | $2,596-90.2% |
| Participant deferral / active EE | $1,024 | $2,867-64.3% | $3,941-74.0% | $4,028-74.6% |
| Admin fee / account holder | $1,780 | $4,362-59.2% | $4,934-63.9% | $5,403-67.0% |