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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 | $36,466 | $73,863-50.6% | $143,797-74.6% | $68,490-46.8% |
| Participation rate | 16.7% | 66.7%-50.0pp | 80.3%-63.7pp | 67.9%-51.2pp |
| Annual return | -8.41% | 0.91%-9.3pp | -0.04%-8.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,493 | $3,385-55.9% | $5,638-73.5% | $4,028-62.9% |
| Admin fee / account holder | $12,556 | $5,756+118.1% | $14,679-14.5% | $5,403+132.4% |