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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 | $36,267 | $52,678-31.2% | $75,784-52.1% | $59,633-39.2% |
| Participation rate | 63.2% | 67.2%-4.1pp | 75.8%-12.7pp | 68.7%-5.5pp |
| Annual return | -1.28% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,320 | $2,591-49.0% | $3,652-63.8% | $3,192-58.6% |
| Admin fee / account holder | $2,335 | $3,610-35.3% | $5,300-55.9% | $4,297-45.7% |