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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 | $11,627 | $42,909-72.9% | $60,906-80.9% | $68,486-83.0% |
| Participation rate | 40.7% | 66.8%-26.1pp | 73.1%-32.4pp | 67.9%-27.2pp |
| Annual return | -2.41% | -13.99%+11.6pp | 16.94%-19.3pp | -7.85%+5.4pp |
| Employer contribution / active EE | $192 | $1,979-90.3% | $2,703-92.9% | $2,597-92.6% |
| Participant deferral / active EE | $1,043 | $2,866-63.6% | $3,814-72.7% | $4,028-74.1% |
| Admin fee / account holder | $934 | $3,104-69.9% | $3,227-71.1% | $5,404-82.7% |