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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 | $25,282 | $42,383-40.3% | $76,518-67.0% | $64,173-60.6% |
| Participation rate | 35.7% | 58.1%-22.4pp | 68.0%-32.3pp | 69.6%-33.9pp |
| Annual return | -5.60% | -16.54%+10.9pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,071 | $2,566-19.3% | $3,836-46.0% | $3,470-40.3% |
| Admin fee / account holder | $4,600 | $3,198+43.8% | $4,849-5.1% | $4,887-5.9% |