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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 | $27,057 | $59,813-54.8% | $79,580-66.0% | $68,486-60.5% |
| Participation rate | 40.4% | 61.1%-20.7pp | 69.5%-29.1pp | 67.9%-27.5pp |
| Annual return | -18.40% | -12.30%-6.1pp | 0.15%-18.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $278 | $1,505-81.5% | $2,413-88.5% | $2,597-89.3% |
| Participant deferral / active EE | $2,423 | $3,024-19.9% | $3,985-39.2% | $4,028-39.8% |
| Admin fee / account holder | $2,865 | $4,835-40.7% | $6,835-58.1% | $5,404-47.0% |