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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 | $40,701 | $59,813-32.0% | $79,580-48.9% | $68,486-40.6% |
| Participation rate | 28.9% | 61.1%-32.2pp | 69.5%-40.6pp | 67.9%-39.0pp |
| Annual return | -16.42% | -12.30%-4.1pp | 0.15%-16.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,721 | $3,024-43.1% | $3,985-56.8% | $4,028-57.3% |
| Admin fee / account holder | $3,332 | $4,835-31.1% | $6,835-51.3% | $5,404-38.3% |