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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 | $20,012 | $45,872-56.4% | $77,100-74.0% | $68,490-70.8% |
| Participation rate | 48.4% | 55.9%-7.5pp | 67.9%-19.5pp | 67.9%-19.5pp |
| Annual return | -17.79% | 1.73%-19.5pp | 42.35%-60.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $244 | $1,650-85.2% | $2,815-91.3% | $2,597-90.6% |
| Participant deferral / active EE | $1,413 | $2,963-52.3% | $4,430-68.1% | $4,028-64.9% |
| Admin fee / account holder | $987 | $3,041-67.5% | $5,443-81.9% | $5,403-81.7% |