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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 | $22,797 | $73,839-69.1% | $143,788-84.1% | $68,495-66.7% |
| Participation rate | 36.9% | 66.7%-29.7pp | 80.3%-43.4pp | 67.9%-31.0pp |
| Annual return | -9.91% | 1.01%-10.9pp | -0.03%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $167 | $3,184-94.8% | $4,952-96.6% | $2,596-93.6% |
| Participant deferral / active EE | $1,668 | $3,384-50.7% | $5,638-70.4% | $4,028-58.6% |
| Admin fee / account holder | $2,007 | $5,755-65.1% | $14,675-86.3% | $5,403-62.9% |