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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 | $35,354 | $158,852-77.7% | $121,220-70.8% | $135,379-73.9% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.8%-18.4pp | 82.6%-29.3pp |
| Annual return | -2.19% | -0.64%-1.5pp | 16.94%-19.1pp | 519.79%-522.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,609 | $4,006-34.9% | $3,345-22.0% | $5,609-53.5% |
| Admin fee / account holder | $13,394 | $6,515+105.6% | $5,021+166.8% | $10,828+23.7% |