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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 | $41,291 | $48,235-14.4% | $68,803-40.0% | $68,490-39.7% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -15.46% | -12.70%-2.8pp | -6.37%-9.1pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,670 | $2,867-41.7% | $3,942-57.6% | $4,028-58.5% |
| Admin fee / account holder | $2,116 | $4,361-51.5% | $4,936-57.1% | $5,403-60.8% |