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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 | $19,271 | $49,280-60.9% | $67,313-71.4% | $64,173-70.0% |
| Participation rate | 27.8% | 60.8%-32.9pp | 69.1%-41.2pp | 69.6%-41.7pp |
| Annual return | -4.70% | -1.39%-3.3pp | -4.08%-0.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $158 | $1,668-90.6% | $2,566-93.9% | $2,381-93.4% |
| Participant deferral / active EE | $1,288 | $2,484-48.1% | $3,568-63.9% | $3,470-62.9% |
| Admin fee / account holder | $1,593 | $3,863-58.8% | $4,507-64.6% | $4,887-67.4% |