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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 | $25,561 | $71,878-64.4% | $86,698-70.5% | $68,486-62.7% |
| Participation rate | 54.2% | 72.2%-18.1pp | 76.6%-22.4pp | 67.9%-13.7pp |
| Annual return | -15.19% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $59 | $2,173-97.3% | $2,837-97.9% | $2,597-97.7% |
| Participant deferral / active EE | $8,139 | $3,779+115.4% | $4,656+74.8% | $4,028+102.1% |
| Admin fee / account holder | $4,721 | $6,113-22.8% | $7,493-37.0% | $5,404-12.6% |