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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 | $13,112 | $42,383-69.1% | $76,523-82.9% | $64,181-79.6% |
| Participation rate | 14.3% | 58.1%-43.9pp | 68.0%-53.7pp | 69.6%-55.3pp |
| Annual return | -7.78% | -16.54%+8.8pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,023 | $2,566-60.1% | $3,835-73.3% | $3,470-70.5% |
| Admin fee / account holder | $1,286 | $3,198-59.8% | $4,848-73.5% | $4,887-73.7% |