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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 | $29,517 | $73,863-60.0% | $143,797-79.5% | $68,490-56.9% |
| Participation rate | 35.0% | 66.7%-31.7pp | 80.3%-45.3pp | 67.9%-32.9pp |
| Annual return | -17.55% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,090 | $3,385-67.8% | $5,638-80.7% | $4,028-72.9% |
| Admin fee / account holder | $4,153 | $5,756-27.9% | $14,679-71.7% | $5,403-23.1% |