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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 | $16,586 | $49,280-66.3% | $67,313-75.4% | $64,173-74.2% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -7.56% | -1.39%-6.2pp | -4.08%-3.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $224 | $1,668-86.6% | $2,566-91.3% | $2,381-90.6% |
| Participant deferral / active EE | $1,404 | $2,484-43.5% | $3,568-60.7% | $3,470-59.5% |
| Admin fee / account holder | $5,135 | $3,863+32.9% | $4,507+13.9% | $4,887+5.1% |