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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 | $27,174 | $57,352-52.6% | $83,831-67.6% | $64,173-57.7% |
| Participation rate | 40.5% | 68.6%-28.1pp | 76.1%-35.6pp | 69.6%-29.0pp |
| Annual return | -3.52% | 11.38%-14.9pp | 850.99%-854.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $284 | $2,546-88.8% | $3,631-92.2% | $2,381-88.1% |
| Participant deferral / active EE | $1,730 | $2,993-42.2% | $4,082-57.6% | $3,470-50.1% |
| Admin fee / account holder | $4,106 | $4,046+1.5% | $5,479-25.0% | $4,887-16.0% |