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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 | $26,746 | $42,383-36.9% | $76,518-65.0% | $64,173-58.3% |
| Participation rate | 43.6% | 58.1%-14.6pp | 68.0%-24.4pp | 69.6%-26.0pp |
| Annual return | -6.49% | -16.54%+10.0pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $77 | $1,563-95.1% | $2,647-97.1% | $2,381-96.8% |
| Participant deferral / active EE | $769 | $2,566-70.0% | $3,836-79.9% | $3,470-77.8% |
| Admin fee / account holder | $1,133 | $3,198-64.6% | $4,849-76.6% | $4,887-76.8% |