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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 | $44,352 | $45,872-3.3% | $77,096-42.5% | $68,486-35.2% |
| Participation rate | 37.3% | 55.9%-18.6pp | 67.9%-30.6pp | 67.9%-30.6pp |
| Annual return | -16.77% | 1.73%-18.5pp | 42.35%-59.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,201 | $2,963+75.5% | $4,429+17.4% | $4,028+29.1% |
| Admin fee / account holder | $9,253 | $3,041+204.3% | $5,428+70.5% | $5,404+71.2% |