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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 | $13,618 | $48,267-71.8% | $68,808-80.2% | $68,486-80.1% |
| Participation rate | 35.7% | 60.7%-25.0pp | 69.0%-33.3pp | 67.9%-32.2pp |
| Annual return | -15.63% | -12.70%-2.9pp | -6.37%-9.3pp | -7.85%-7.8pp |
| Employer contribution / active EE | $277 | $1,829-84.8% | $2,656-89.6% | $2,597-89.3% |
| Participant deferral / active EE | $1,178 | $2,867-58.9% | $3,942-70.1% | $4,028-70.7% |
| Admin fee / account holder | $3,245 | $4,362-25.6% | $4,936-34.2% | $5,404-39.9% |