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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 | $24,878 | $64,719-61.6% | $112,249-77.8% | $68,486-63.7% |
| Participation rate | 37.0% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.9pp |
| Annual return | -15.66% | -11.40%-4.3pp | 27.48%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $677 | $2,747-75.4% | $3,636-81.4% | $2,597-73.9% |
| Participant deferral / active EE | $2,261 | $3,565-36.6% | $4,729-52.2% | $4,028-43.9% |
| Admin fee / account holder | $412 | $5,232-92.1% | $6,412-93.6% | $5,404-92.4% |