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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 | $14,079 | $73,863-80.9% | $143,797-90.2% | $68,490-79.4% |
| Participation rate | 56.5% | 66.7%-10.1pp | 80.3%-23.8pp | 67.9%-11.4pp |
| Annual return | -11.40% | 0.91%-12.3pp | -0.04%-11.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,711 | $3,385-49.5% | $5,638-69.7% | $4,028-57.5% |
| Admin fee / account holder | $1,924 | $5,756-66.6% | $14,679-86.9% | $5,403-64.4% |