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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 | $23,099 | $65,125-64.5% | $143,797-83.9% | $66,949-65.5% |
| Participation rate | 36.9% | 65.2%-28.3pp | 80.3%-43.4pp | 69.8%-32.9pp |
| Annual return | -16.12% | -11.13%-5.0pp | -0.04%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,332 | $2,920-54.4% | $5,638-76.4% | $4,239-68.6% |
| Admin fee / account holder | $2,380 | $503+373.4% | $14,679-83.8% | $594+300.9% |