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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 | $22,624 | $73,848-69.4% | $143,799-84.3% | $68,486-67.0% |
| Participation rate | 41.0% | 66.7%-25.6pp | 80.3%-39.3pp | 67.9%-26.9pp |
| Annual return | -17.40% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $152 | $3,184-95.2% | $4,952-96.9% | $2,597-94.1% |
| Participant deferral / active EE | $2,024 | $3,385-40.2% | $5,638-64.1% | $4,028-49.7% |
| Admin fee / account holder | $3,418 | $5,755-40.6% | $14,677-76.7% | $5,404-36.7% |