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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 | $50,954 | $50,9470% | $74,551-31.7% | $64,173-20.6% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.1%-14.0pp | 69.6%-14.4pp |
| Annual return | -5.63% | -1.85%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,786 | $2,302+21.1% | $3,108-10.4% | $3,470-19.7% |
| Admin fee / account holder | $1,236 | $4,221-70.7% | $5,059-75.6% | $4,887-74.7% |