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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 | $15,415 | $73,848-79.1% | $143,799-89.3% | $68,486-77.5% |
| Participation rate | 25.7% | 66.7%-40.9pp | 80.3%-54.6pp | 67.9%-42.2pp |
| Annual return | -16.21% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $371 | $3,184-88.3% | $4,952-92.5% | $2,597-85.7% |
| Participant deferral / active EE | $1,029 | $3,385-69.6% | $5,638-81.8% | $4,028-74.5% |
| Admin fee / account holder | $508 | $5,755-91.2% | $14,677-96.5% | $5,404-90.6% |