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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 | $36,520 | $73,839-50.5% | $143,788-74.6% | $68,495-46.7% |
| Participation rate | 18.9% | 66.7%-47.7pp | 80.3%-61.4pp | 67.9%-49.0pp |
| Annual return | -9.06% | 1.01%-10.1pp | -0.03%-9.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,477 | $3,384-56.4% | $5,638-73.8% | $4,028-63.3% |
| Admin fee / account holder | $6,691 | $5,755+16.3% | $14,675-54.4% | $5,403+23.8% |