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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 | $15,196 | $49,280-69.2% | $67,313-77.4% | $64,173-76.3% |
| Participation rate | 25.6% | 60.8%-35.1pp | 69.1%-43.4pp | 69.6%-43.9pp |
| Annual return | 0.40% | -1.39%+1.8pp | -4.08%+4.5pp | 7.63%-7.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,000 | $2,484-59.7% | $3,568-72.0% | $3,470-71.2% |
| Admin fee / account holder | $27,384 | $3,863+609.0% | $4,507+507.6% | $4,887+460.3% |