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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 | $30,344 | $77,816-61.0% | $123,552-75.4% | $64,173-52.7% |
| Participation rate | 59.3% | 74.7%-15.5pp | 82.3%-23.0pp | 69.6%-10.3pp |
| Annual return | -6.70% | 12.49%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,113 | $5,240-40.6% | $6,426-51.5% | $3,470-10.3% |
| Admin fee / account holder | $3,245 | $5,519-41.2% | $9,285-65.1% | $4,887-33.6% |