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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 | $18,567 | $64,719-71.3% | $112,249-83.5% | $68,486-72.9% |
| Participation rate | 63.2% | 67.2%-4.0pp | 75.1%-11.9pp | 67.9%-4.7pp |
| Annual return | -17.36% | -11.40%-6.0pp | 27.48%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $357 | $2,747-87.0% | $3,636-90.2% | $2,597-86.3% |
| Participant deferral / active EE | $2,337 | $3,565-34.4% | $4,729-50.6% | $4,028-42.0% |
| Admin fee / account holder | $569 | $5,232-89.1% | $6,412-91.1% | $5,404-89.5% |