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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 | $27,306 | $73,863-63.0% | $143,797-81.0% | $68,490-60.1% |
| Participation rate | 36.1% | 66.7%-30.6pp | 80.3%-44.2pp | 67.9%-31.8pp |
| Annual return | -14.21% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $128 | $3,185-96.0% | $4,952-97.4% | $2,597-95.1% |
| Participant deferral / active EE | $1,440 | $3,385-57.4% | $5,638-74.5% | $4,028-64.2% |
| Admin fee / account holder | $659 | $5,756-88.5% | $14,679-95.5% | $5,403-87.8% |