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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 | $16,787 | $73,839-77.3% | $143,788-88.3% | $68,495-75.5% |
| Participation rate | 20.3% | 66.7%-46.4pp | 80.3%-60.0pp | 67.9%-47.6pp |
| Annual return | -17.59% | 1.01%-18.6pp | -0.03%-17.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $323 | $3,184-89.8% | $4,952-93.5% | $2,596-87.5% |
| Participant deferral / active EE | $1,011 | $3,384-70.1% | $5,638-82.1% | $4,028-74.9% |
| Admin fee / account holder | $602 | $5,755-89.5% | $14,675-95.9% | $5,403-88.9% |