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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 | $25,377 | $45,872-44.7% | $77,100-67.1% | $68,490-62.9% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | -15.47% | 1.73%-17.2pp | 42.35%-57.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $242 | $1,650-85.3% | $2,815-91.4% | $2,597-90.7% |
| Participant deferral / active EE | $2,022 | $2,963-31.7% | $4,430-54.3% | $4,028-49.8% |
| Admin fee / account holder | $1,311 | $3,041-56.9% | $5,443-75.9% | $5,403-75.7% |