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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 | $17,508 | $46,697-62.5% | $117,533-85.1% | $68,486-74.4% |
| Participation rate | 19.2% | 56.8%-37.5pp | 70.6%-51.4pp | 67.9%-48.7pp |
| Annual return | -17.43% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $109 | $1,506-92.8% | $4,179-97.4% | $2,597-95.8% |
| Participant deferral / active EE | $1,121 | $2,637-57.5% | $4,072-72.5% | $4,028-72.2% |
| Admin fee / account holder | $1,572 | $4,023-60.9% | $5,647-72.2% | $5,404-70.9% |