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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 | $53,784 | $64,729-16.9% | $112,263-52.1% | $68,490-21.5% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -15.68% | -11.40%-4.3pp | 27.49%-43.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,075 | $3,566-41.8% | $4,729-56.1% | $4,028-48.5% |
| Admin fee / account holder | $6,964 | $5,222+33.4% | $6,410+8.6% | $5,403+28.9% |