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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 | $29,000 | $73,009-60.3% | $90,760-68.0% | $68,486-57.7% |
| Participation rate | 59.1% | 70.8%-11.7pp | 75.7%-16.6pp | 67.9%-8.8pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $494 | $2,193-77.4% | $2,922-83.1% | $2,597-81.0% |
| Participant deferral / active EE | $2,031 | $3,626-44.0% | $4,565-55.5% | $4,028-49.6% |
| Admin fee / account holder | $2,824 | $5,896-52.1% | $8,444-66.6% | $5,404-47.7% |