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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 | $45,764 | $50,958-10.2% | $74,552-38.6% | $64,181-28.7% |
| Participation rate | 21.1% | 61.1%-40.0pp | 69.1%-48.1pp | 69.6%-48.5pp |
| Annual return | -4.50% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,091 | $2,301-52.6% | $3,108-64.9% | $3,470-68.6% |
| Admin fee / account holder | $344 | $4,223-91.8% | $5,060-93.2% | $4,887-93.0% |