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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 | $26,153 | $53,162-50.8% | $91,225-71.3% | $68,486-61.8% |
| Participation rate | 30.0% | 63.2%-33.2pp | 73.2%-43.2pp | 67.9%-37.9pp |
| Annual return | -19.56% | -3.14%-16.4pp | 114.12%-133.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $278 | $1,709-83.7% | $2,851-90.2% | $2,597-89.3% |
| Participant deferral / active EE | $1,894 | $2,974-36.3% | $4,233-55.3% | $4,028-53.0% |
| Admin fee / account holder | $2,248 | $4,493-50.0% | $5,422-58.5% | $5,404-58.4% |