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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 | $25,804 | $57,352-55.0% | $83,830-69.2% | $64,173-59.8% |
| Participation rate | 66.0% | 68.6%-2.6pp | 76.1%-10.1pp | 69.6%-3.5pp |
| Annual return | -8.12% | 11.38%-19.5pp | 850.97%-859.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $341 | $2,546-86.6% | $3,631-90.6% | $2,381-85.7% |
| Participant deferral / active EE | $1,953 | $2,993-34.7% | $4,082-52.2% | $3,470-43.7% |
| Admin fee / account holder | $538 | $4,046-86.7% | $5,479-90.2% | $4,887-89.0% |