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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 | $20,191 | $73,863-72.7% | $143,797-86.0% | $68,490-70.5% |
| Participation rate | 56.8% | 66.7%-9.9pp | 80.3%-23.6pp | 67.9%-11.1pp |
| Annual return | -17.03% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $141 | $3,185-95.6% | $4,952-97.1% | $2,597-94.6% |
| Participant deferral / active EE | $1,155 | $3,385-65.9% | $5,638-79.5% | $4,028-71.3% |
| Admin fee / account holder | $3,768 | $5,756-34.5% | $14,679-74.3% | $5,403-30.3% |