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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 | $24,401 | $71,872-66.0% | $86,691-71.9% | $68,495-64.4% |
| Participation rate | 49.4% | 72.2%-22.8pp | 76.6%-27.2pp | 67.9%-18.5pp |
| Annual return | -14.05% | 3.53%-17.6pp | 35.94%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $490 | $2,173-77.5% | $2,837-82.7% | $2,596-81.1% |
| Participant deferral / active EE | $1,947 | $3,779-48.5% | $4,656-58.2% | $4,028-51.6% |
| Admin fee / account holder | $1,800 | $6,112-70.6% | $7,492-76.0% | $5,403-66.7% |