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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 | $16,326 | $43,730-62.7% | $121,220-86.5% | $64,173-74.6% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.8%-11.8pp | 69.6%-9.6pp |
| Annual return | -5.98% | 68.94%-74.9pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | -$35 | $1,297-102.7% | $4,023-100.9% | $2,381-101.5% |
| Participant deferral / active EE | $2,093 | $2,281-8.2% | $3,345-37.4% | $3,470-39.7% |
| Admin fee / account holder | $3,522 | $3,502+0.6% | $5,021-29.8% | $4,887-27.9% |