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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 | $13,404 | $73,839-81.8% | $143,788-90.7% | $68,495-80.4% |
| Participation rate | 59.5% | 66.7%-7.2pp | 80.3%-20.8pp | 67.9%-8.4pp |
| Annual return | -15.11% | 1.01%-16.1pp | -0.03%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $326 | $3,184-89.8% | $4,952-93.4% | $2,596-87.4% |
| Participant deferral / active EE | $2,532 | $3,384-25.2% | $5,638-55.1% | $4,028-37.1% |
| Admin fee / account holder | $507 | $5,755-91.2% | $14,675-96.5% | $5,403-90.6% |