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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 | $18,757 | $64,719-71.0% | $112,249-83.3% | $68,486-72.6% |
| Participation rate | 62.3% | 67.2%-4.9pp | 75.1%-12.8pp | 67.9%-5.6pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.48%-45.0pp | -7.85%-9.6pp |
| Employer contribution / active EE | $153 | $2,747-94.4% | $3,636-95.8% | $2,597-94.1% |
| Participant deferral / active EE | $2,200 | $3,565-38.3% | $4,729-53.5% | $4,028-45.4% |
| Admin fee / account holder | $1,863 | $5,232-64.4% | $6,412-70.9% | $5,404-65.5% |