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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 | $25,190 | $43,730-42.4% | $121,220-79.2% | $64,173-60.7% |
| Participation rate | 37.2% | 58.3%-21.1pp | 71.8%-34.5pp | 69.6%-32.3pp |
| Annual return | -4.29% | 68.94%-73.2pp | 16.94%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $120 | $1,297-90.8% | $4,023-97.0% | $2,381-95.0% |
| Participant deferral / active EE | $914 | $2,281-59.9% | $3,345-72.7% | $3,470-73.7% |
| Admin fee / account holder | $801 | $3,502-77.1% | $5,021-84.1% | $4,887-83.6% |