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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 | $46,583 | $50,947-8.6% | $74,551-37.5% | $64,173-27.4% |
| Participation rate | 54.7% | 61.1%-6.4pp | 69.1%-14.5pp | 69.6%-14.9pp |
| Annual return | -6.00% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,507 | $2,302+8.9% | $3,108-19.3% | $3,470-27.7% |
| Admin fee / account holder | $7,534 | $4,221+78.5% | $5,059+48.9% | $4,887+54.2% |