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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 | $11,615 | $43,344-73.2% | $59,899-80.6% | $64,173-81.9% |
| Participation rate | 68.4% | 69.2%-0.7pp | 74.7%-6.3pp | 69.6%-1.1pp |
| Annual return | -3.26% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $165 | $2,030-91.8% | $2,723-93.9% | $2,381-93.1% |
| Participant deferral / active EE | $1,289 | $2,547-49.4% | $3,402-62.1% | $3,470-62.8% |
| Admin fee / account holder | $804 | $3,008-73.3% | $3,592-77.6% | $4,887-83.6% |