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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 | $28,486 | $73,839-61.4% | $143,788-80.2% | $68,495-58.4% |
| Participation rate | 67.7% | 66.7%+1.1pp | 80.3%-12.6pp | 67.9%-0.1pp |
| Annual return | -16.89% | 1.01%-17.9pp | -0.03%-16.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $308 | $3,184-90.3% | $4,952-93.8% | $2,596-88.2% |
| Participant deferral / active EE | $1,803 | $3,384-46.7% | $5,638-68.0% | $4,028-55.2% |
| Admin fee / account holder | $5,831 | $5,755+1.3% | $14,675-60.3% | $5,403+7.9% |