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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 | $32,923 | $73,848-55.4% | $143,799-77.1% | $68,486-51.9% |
| Participation rate | 57.7% | 66.7%-9.0pp | 80.3%-22.6pp | 67.9%-10.2pp |
| Annual return | -11.57% | 0.91%-12.5pp | -0.04%-11.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $42 | $3,184-98.7% | $4,952-99.2% | $2,597-98.4% |
| Participant deferral / active EE | $4,251 | $3,385+25.6% | $5,638-24.6% | $4,028+5.5% |
| Admin fee / account holder | $12,174 | $5,755+111.5% | $14,677-17.1% | $5,404+125.3% |