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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 | $17,297 | $32,117-46.1% | $71,089-75.7% | $64,173-73.0% |
| Participation rate | 53.8% | 42.7%+11.1pp | 54.6%-0.8pp | 69.6%-15.7pp |
| Annual return | -6.24% | -5.57%-0.7pp | 650.65%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $22 | $712-96.9% | $1,088-98.0% | $2,381-99.1% |
| Participant deferral / active EE | $1,093 | $1,263-13.4% | $1,873-41.6% | $3,470-68.5% |
| Admin fee / account holder | $723 | $2,759-73.8% | $3,082-76.5% | $4,887-85.2% |