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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 | $20,579 | $45,872-55.1% | $77,096-73.3% | $68,486-70.0% |
| Participation rate | 36.2% | 55.9%-19.7pp | 67.9%-31.7pp | 67.9%-31.7pp |
| Annual return | -15.52% | 1.73%-17.2pp | 42.35%-57.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $206 | $1,650-87.5% | $2,814-92.7% | $2,597-92.1% |
| Participant deferral / active EE | $854 | $2,963-71.2% | $4,429-80.7% | $4,028-78.8% |
| Admin fee / account holder | $4,187 | $3,041+37.7% | $5,428-22.9% | $5,404-22.5% |