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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 | $26,263 | $57,352-54.2% | $83,831-68.7% | $64,173-59.1% |
| Participation rate | 24.4% | 68.6%-44.2pp | 76.1%-51.8pp | 69.6%-45.2pp |
| Annual return | -4.06% | 11.38%-15.4pp | 850.99%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $162 | $2,546-93.6% | $3,631-95.5% | $2,381-93.2% |
| Participant deferral / active EE | $1,839 | $2,993-38.6% | $4,082-55.0% | $3,470-47.0% |
| Admin fee / account holder | $7,977 | $4,046+97.1% | $5,479+45.6% | $4,887+63.2% |