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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 | $21,334 | $64,729-67.0% | $112,263-81.0% | $68,490-68.9% |
| Participation rate | 64.0% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-3.9pp |
| Annual return | -18.50% | -11.40%-7.1pp | 27.49%-46.0pp | -7.85%-10.6pp |
| Employer contribution / active EE | $631 | $2,746-77.0% | $3,636-82.6% | $2,597-75.7% |
| Participant deferral / active EE | $1,736 | $3,566-51.3% | $4,729-63.3% | $4,028-56.9% |
| Admin fee / account holder | $2,794 | $5,222-46.5% | $6,410-56.4% | $5,403-48.3% |