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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 | $46,459 | $50,947-8.8% | $74,551-37.7% | $64,173-27.6% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.1%-19.8pp | 69.6%-20.3pp |
| Annual return | -3.35% | -1.85%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,564 | $2,302-32.0% | $3,108-49.7% | $3,470-54.9% |
| Admin fee / account holder | $8,854 | $4,221+109.8% | $5,059+75.0% | $4,887+81.2% |