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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 | $23,331 | $61,660-62.2% | $80,022-70.8% | $64,173-63.6% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | -6.90% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,595 | $2,968-46.2% | $3,686-56.7% | $3,470-54.0% |
| Admin fee / account holder | $7,022 | $5,417+29.6% | $6,521+7.7% | $4,887+43.7% |