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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 | $30,023 | $42,917-30.0% | $60,899-50.7% | $68,495-56.2% |
| Participation rate | 62.5% | 66.8%-4.3pp | 73.1%-10.6pp | 67.9%-5.4pp |
| Annual return | -17.14% | -13.99%-3.2pp | 16.92%-34.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $162 | $1,979-91.8% | $2,702-94.0% | $2,596-93.8% |
| Participant deferral / active EE | $938 | $2,867-67.3% | $3,817-75.4% | $4,028-76.7% |
| Admin fee / account holder | $493 | $3,102-84.1% | $3,225-84.7% | $5,403-90.9% |