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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 | $23,576 | $64,716-63.6% | $112,258-79.0% | $68,495-65.6% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -12.72% | -11.40%-1.3pp | 27.47%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $438 | $2,746-84.0% | $3,636-88.0% | $2,596-83.1% |
| Participant deferral / active EE | $1,657 | $3,565-53.5% | $4,728-65.0% | $4,028-58.8% |
| Admin fee / account holder | $1,455 | $5,232-72.2% | $6,411-77.3% | $5,403-73.1% |