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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 | $41,150 | $73,863-44.3% | $143,797-71.4% | $68,490-39.9% |
| Participation rate | 54.7% | 66.7%-12.0pp | 80.3%-25.6pp | 67.9%-13.2pp |
| Annual return | -16.80% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,442 | $3,385-27.8% | $5,638-56.7% | $4,028-39.4% |
| Admin fee / account holder | $4,708 | $5,756-18.2% | $14,679-67.9% | $5,403-12.9% |