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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 | $25,370 | $48,235-47.4% | $68,803-63.1% | $68,490-63.0% |
| Participation rate | 41.5% | 60.7%-19.2pp | 69.0%-27.6pp | 67.9%-26.4pp |
| Annual return | -17.33% | -12.70%-4.6pp | -6.37%-11.0pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $946 | $2,867-67.0% | $3,942-76.0% | $4,028-76.5% |
| Admin fee / account holder | $994 | $4,361-77.2% | $4,936-79.9% | $5,403-81.6% |