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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 | $46,287 | $50,947-9.1% | $74,549-37.9% | $64,173-27.9% |
| Participation rate | 49.1% | 61.1%-12.0pp | 69.1%-20.1pp | 69.6%-20.5pp |
| Annual return | -7.97% | -1.85%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,758 | $2,302+19.8% | $3,108-11.3% | $3,470-20.5% |
| Admin fee / account holder | $2,609 | $4,221-38.2% | $5,059-48.4% | $4,887-46.6% |