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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 | $21,247 | $64,719-67.2% | $112,249-81.1% | $68,486-69.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -13.57% | -11.40%-2.2pp | 27.48%-41.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $332 | $2,747-87.9% | $3,636-90.9% | $2,597-87.2% |
| Participant deferral / active EE | $2,876 | $3,565-19.3% | $4,729-39.2% | $4,028-28.6% |
| Admin fee / account holder | $3,056 | $5,232-41.6% | $6,412-52.3% | $5,404-43.5% |