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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 | $19,171 | $42,910-55.3% | $60,919-68.5% | $68,490-72.0% |
| Participation rate | 46.7% | 66.8%-20.1pp | 73.1%-26.4pp | 67.9%-21.2pp |
| Annual return | -17.19% | -13.99%-3.2pp | 16.96%-34.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,805 | $2,866-37.0% | $3,814-52.7% | $4,028-55.2% |
| Admin fee / account holder | $325 | $3,104-89.5% | $3,228-89.9% | $5,403-94.0% |