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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 | $10,899 | $45,872-76.2% | $77,081-85.9% | $68,495-84.1% |
| Participation rate | 25.0% | 55.9%-30.9pp | 67.9%-42.9pp | 67.9%-42.9pp |
| Annual return | -18.45% | 1.73%-20.2pp | 42.33%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,120 | $2,963-62.2% | $4,428-74.7% | $4,028-72.2% |
| Admin fee / account holder | $1,495 | $3,041-50.8% | $5,427-72.4% | $5,403-72.3% |