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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 | $23,001 | $53,162-56.7% | $91,225-74.8% | $68,486-66.4% |
| Participation rate | 36.0% | 63.2%-27.2pp | 73.2%-37.2pp | 67.9%-31.9pp |
| Annual return | -16.11% | -3.14%-13.0pp | 114.12%-130.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $117 | $1,709-93.1% | $2,851-95.9% | $2,597-95.5% |
| Participant deferral / active EE | $1,499 | $2,974-49.6% | $4,233-64.6% | $4,028-62.8% |
| Admin fee / account holder | $9,307 | $4,493+107.1% | $5,422+71.6% | $5,404+72.2% |