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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 | $27,804 | $73,863-62.4% | $143,797-80.7% | $68,490-59.4% |
| Participation rate | 51.6% | 66.7%-15.1pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -12.19% | 0.91%-13.1pp | -0.04%-12.2pp | -7.85%-4.3pp |
| Employer contribution / active EE | $315 | $3,185-90.1% | $4,952-93.6% | $2,597-87.9% |
| Participant deferral / active EE | $1,408 | $3,385-58.4% | $5,638-75.0% | $4,028-65.0% |
| Admin fee / account holder | $2,143 | $5,756-62.8% | $14,679-85.4% | $5,403-60.3% |