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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 | $19,170 | $43,344-55.8% | $59,899-68.0% | $64,173-70.1% |
| Participation rate | 65.4% | 69.2%-3.8pp | 74.7%-9.3pp | 69.6%-4.2pp |
| Annual return | -4.01% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $184 | $2,030-90.9% | $2,723-93.2% | $2,381-92.3% |
| Participant deferral / active EE | $1,967 | $2,547-22.8% | $3,402-42.2% | $3,470-43.3% |
| Admin fee / account holder | $9,167 | $3,008+204.8% | $3,592+155.2% | $4,887+87.6% |