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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 | $54,132 | $61,660-12.2% | $80,022-32.4% | $64,173-15.6% |
| Participation rate | 51.5% | 71.7%-20.2pp | 75.8%-24.3pp | 69.6%-18.1pp |
| Annual return | -3.60% | -0.33%-3.3pp | 11.22%-14.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,669 | $2,968-10.0% | $3,686-27.6% | $3,470-23.1% |
| Admin fee / account holder | $30,406 | $5,417+461.3% | $6,521+366.3% | $4,887+522.1% |