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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 | $18,420 | $43,344-57.5% | $59,899-69.2% | $64,173-71.3% |
| Participation rate | 57.4% | 69.2%-11.8pp | 74.7%-17.3pp | 69.6%-12.2pp |
| Annual return | -6.05% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $119 | $2,030-94.2% | $2,723-95.6% | $2,381-95.0% |
| Participant deferral / active EE | $852 | $2,547-66.5% | $3,402-74.9% | $3,470-75.4% |
| Admin fee / account holder | $720 | $3,008-76.1% | $3,592-80.0% | $4,887-85.3% |