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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 | $27,876 | $64,716-56.9% | $112,258-75.2% | $68,495-59.3% |
| Participation rate | 60.8% | 67.2%-6.3pp | 75.1%-14.2pp | 67.9%-7.1pp |
| Annual return | -15.70% | -11.40%-4.3pp | 27.47%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $525 | $2,746-80.9% | $3,636-85.6% | $2,596-79.8% |
| Participant deferral / active EE | $2,281 | $3,565-36.0% | $4,728-51.8% | $4,028-43.4% |
| Admin fee / account holder | $6,226 | $5,232+19.0% | $6,411-2.9% | $5,403+15.2% |