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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 | $22,100 | $48,267-54.2% | $68,794-67.9% | $68,495-67.7% |
| Participation rate | 26.1% | 60.7%-34.6pp | 69.0%-42.9pp | 67.9%-41.8pp |
| Annual return | -13.90% | -12.70%-1.2pp | -6.37%-7.5pp | -7.84%-6.1pp |
| Employer contribution / active EE | $215 | $1,829-88.2% | $2,656-91.9% | $2,596-91.7% |
| Participant deferral / active EE | $1,287 | $2,867-55.1% | $3,941-67.4% | $4,028-68.1% |
| Admin fee / account holder | $4,620 | $4,362+5.9% | $4,934-6.4% | $5,403-14.5% |