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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 | $28,143 | $42,910-34.4% | $60,919-53.8% | $68,490-58.9% |
| Participation rate | 29.6% | 66.8%-37.1pp | 73.1%-43.5pp | 67.9%-38.3pp |
| Annual return | 24.56% | -13.99%+38.5pp | 16.96%+7.6pp | -7.85%+32.4pp |
| Employer contribution / active EE | $359 | $1,978-81.8% | $2,704-86.7% | $2,597-86.2% |
| Participant deferral / active EE | $1,521 | $2,866-46.9% | $3,814-60.1% | $4,028-62.2% |
| Admin fee / account holder | $634 | $3,104-79.6% | $3,228-80.4% | $5,403-88.3% |