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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 | $27,199 | $73,863-63.2% | $143,797-81.1% | $68,490-60.3% |
| Participation rate | 54.3% | 66.7%-12.4pp | 80.3%-26.0pp | 67.9%-13.6pp |
| Annual return | -14.51% | 0.91%-15.4pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,796 | $3,385-46.9% | $5,638-68.1% | $4,028-55.4% |
| Admin fee / account holder | $3,563 | $5,756-38.1% | $14,679-75.7% | $5,403-34.0% |