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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 | $23,168 | $43,730-47.0% | $121,220-80.9% | $64,173-63.9% |
| Participation rate | 40.6% | 58.3%-17.7pp | 71.8%-31.1pp | 69.6%-28.9pp |
| Annual return | -8.03% | 68.94%-77.0pp | 16.94%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $189 | $1,297-85.4% | $4,023-95.3% | $2,381-92.0% |
| Participant deferral / active EE | $1,319 | $2,281-42.2% | $3,345-60.6% | $3,470-62.0% |
| Admin fee / account holder | $1,844 | $3,502-47.4% | $5,021-63.3% | $4,887-62.3% |