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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 | $26,160 | $73,863-64.6% | $143,797-81.8% | $68,490-61.8% |
| Participation rate | 52.1% | 66.7%-14.6pp | 80.3%-28.2pp | 67.9%-15.8pp |
| Annual return | -4.79% | 0.91%-5.7pp | -0.04%-4.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,082 | $3,385-38.5% | $5,638-63.1% | $4,028-48.3% |
| Admin fee / account holder | $2,533 | $5,756-56.0% | $14,679-82.7% | $5,403-53.1% |