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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 | $17,263 | $59,819-71.1% | $79,583-78.3% | $68,490-74.8% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.5%-26.3pp | 67.9%-24.7pp |
| Annual return | -16.66% | -12.30%-4.4pp | 0.16%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $254 | $1,505-83.2% | $2,414-89.5% | $2,597-90.2% |
| Participant deferral / active EE | $2,048 | $3,025-32.3% | $3,986-48.6% | $4,028-49.1% |
| Admin fee / account holder | $905 | $4,835-81.3% | $6,835-86.8% | $5,403-83.2% |