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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 | $48,567 | $43,730+11.1% | $121,208-59.9% | $64,181-24.3% |
| Participation rate | 45.9% | 58.3%-12.4pp | 71.8%-25.9pp | 69.6%-23.7pp |
| Annual return | -3.39% | 68.94%-72.3pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,604 | $2,281-29.7% | $3,345-52.0% | $3,470-53.8% |
| Admin fee / account holder | $2,072 | $3,502-40.9% | $5,020-58.7% | $4,887-57.6% |