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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 | $22,751 | $73,863-69.2% | $143,797-84.2% | $68,490-66.8% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -16.56% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $362 | $3,185-88.6% | $4,952-92.7% | $2,597-86.1% |
| Participant deferral / active EE | $1,485 | $3,385-56.1% | $5,638-73.7% | $4,028-63.1% |
| Admin fee / account holder | $2,712 | $5,756-52.9% | $14,679-81.5% | $5,403-49.8% |