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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 | $17,120 | $73,863-76.8% | $143,797-88.1% | $68,490-75.0% |
| Participation rate | 52.5% | 66.7%-14.1pp | 80.3%-27.8pp | 67.9%-15.4pp |
| Annual return | -18.97% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,364 | $3,385-0.6% | $5,638-40.3% | $4,028-16.5% |
| Admin fee / account holder | $2,754 | $5,756-52.1% | $14,679-81.2% | $5,403-49.0% |