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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 | $15,012 | $73,839-79.7% | $143,788-89.6% | $68,495-78.1% |
| Participation rate | 62.2% | 66.7%-4.5pp | 80.3%-18.2pp | 67.9%-5.7pp |
| Annual return | -11.68% | 1.01%-12.7pp | -0.03%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $300 | $3,184-90.6% | $4,952-93.9% | $2,596-88.4% |
| Participant deferral / active EE | $1,354 | $3,384-60.0% | $5,638-76.0% | $4,028-66.4% |
| Admin fee / account holder | $13,285 | $5,755+130.9% | $14,675-9.5% | $5,403+145.9% |