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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 | $17,342 | $46,697-62.9% | $117,529-85.2% | $68,490-74.7% |
| Participation rate | 37.3% | 56.8%-19.5pp | 70.6%-33.3pp | 67.9%-30.6pp |
| Annual return | -18.97% | -14.52%-4.5pp | 29.77%-48.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $149 | $1,506-90.1% | $4,179-96.4% | $2,597-94.3% |
| Participant deferral / active EE | $1,958 | $2,637-25.8% | $4,072-51.9% | $4,028-51.4% |
| Admin fee / account holder | $770 | $4,023-80.9% | $5,645-86.4% | $5,403-85.7% |