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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 | $33,659 | $71,873-53.2% | $86,698-61.2% | $68,490-50.9% |
| Participation rate | 45.6% | 72.2%-26.6pp | 76.6%-31.0pp | 67.9%-22.3pp |
| Annual return | -7.80% | 3.54%-11.3pp | 35.96%-43.8pp | -7.85%+0.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,734 | $3,779-54.1% | $4,656-62.8% | $4,028-56.9% |
| Admin fee / account holder | $1,301 | $6,110-78.7% | $7,492-82.6% | $5,403-75.9% |