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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 | $11,275 | $73,848-84.7% | $143,799-92.2% | $68,486-83.5% |
| Participation rate | 19.4% | 66.7%-47.2pp | 80.3%-60.9pp | 67.9%-48.4pp |
| Annual return | -15.05% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $296 | $3,184-90.7% | $4,952-94.0% | $2,597-88.6% |
| Participant deferral / active EE | $1,302 | $3,385-61.5% | $5,638-76.9% | $4,028-67.7% |
| Admin fee / account holder | $549 | $5,755-90.5% | $14,677-96.3% | $5,404-89.8% |