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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 | $67,125 | $43,333+54.9% | $59,883+12.1% | $64,181+4.6% |
| Participation rate | 17.9% | 69.2%-51.3pp | 74.7%-56.8pp | 69.6%-51.7pp |
| Annual return | -5.57% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $876 | $2,547-65.6% | $3,402-74.2% | $3,470-74.7% |
| Admin fee / account holder | $33,256 | $3,006+1006.3% | $3,591+826.2% | $4,887+580.5% |