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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 | $25,279 | $43,730-42.2% | $121,220-79.1% | $64,173-60.6% |
| Participation rate | 46.2% | 58.3%-12.2pp | 71.8%-25.6pp | 69.6%-23.4pp |
| Annual return | -6.14% | 68.94%-75.1pp | 16.94%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $226 | $1,297-82.6% | $4,023-94.4% | $2,381-90.5% |
| Participant deferral / active EE | $1,121 | $2,281-50.9% | $3,345-66.5% | $3,470-67.7% |
| Admin fee / account holder | $1,217 | $3,502-65.2% | $5,021-75.8% | $4,887-75.1% |