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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 | $25,103 | $42,909-41.5% | $60,906-58.8% | $68,486-63.3% |
| Participation rate | 68.5% | 66.8%+1.7pp | 73.1%-4.6pp | 67.9%+0.6pp |
| Annual return | -17.55% | -13.99%-3.6pp | 16.94%-34.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,453 | $2,866-14.4% | $3,814-35.7% | $4,028-39.1% |
| Admin fee / account holder | $382 | $3,104-87.7% | $3,227-88.2% | $5,404-92.9% |