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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 | $20,315 | $49,280-58.8% | $67,313-69.8% | $64,181-68.3% |
| Participation rate | 22.0% | 60.8%-38.8pp | 69.1%-47.1pp | 69.6%-47.6pp |
| Annual return | -5.32% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $84 | $1,668-95.0% | $2,566-96.7% | $2,381-96.5% |
| Participant deferral / active EE | $935 | $2,484-62.4% | $3,568-73.8% | $3,470-73.1% |
| Admin fee / account holder | $6,050 | $3,863+56.6% | $4,507+34.2% | $4,887+23.8% |