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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 | $12,724 | $42,909-70.3% | $60,906-79.1% | $68,486-81.4% |
| Participation rate | 36.1% | 66.8%-30.7pp | 73.1%-37.0pp | 67.9%-31.8pp |
| Annual return | -18.02% | -13.99%-4.0pp | 16.94%-35.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $376 | $1,979-81.0% | $2,703-86.1% | $2,597-85.5% |
| Participant deferral / active EE | $1,790 | $2,866-37.5% | $3,814-53.1% | $4,028-55.5% |
| Admin fee / account holder | $1,263 | $3,104-59.3% | $3,227-60.9% | $5,404-76.6% |