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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 | $23,092 | $64,716-64.3% | $112,258-79.4% | $68,495-66.3% |
| Participation rate | 65.9% | 67.2%-1.3pp | 75.1%-9.2pp | 67.9%-2.0pp |
| Annual return | -17.31% | -11.40%-5.9pp | 27.47%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $397 | $2,746-85.5% | $3,636-89.1% | $2,596-84.7% |
| Participant deferral / active EE | $1,835 | $3,565-48.5% | $4,728-61.2% | $4,028-54.4% |
| Admin fee / account holder | $2,649 | $5,232-49.4% | $6,411-58.7% | $5,403-51.0% |