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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 | $46,257 | $50,947-9.2% | $74,551-38.0% | $64,173-27.9% |
| Participation rate | 30.1% | 61.1%-31.0pp | 69.1%-39.0pp | 69.6%-39.5pp |
| Annual return | -6.44% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,794 | $2,302-22.0% | $3,108-42.3% | $3,470-48.3% |
| Admin fee / account holder | $9,446 | $4,221+123.8% | $5,059+86.7% | $4,887+93.3% |