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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 | $45,603 | $50,947-10.5% | $74,551-38.8% | $64,173-28.9% |
| Participation rate | 69.5% | 61.1%+8.4pp | 69.1%+0.3pp | 69.6%-0.1pp |
| Annual return | -4.67% | -1.85%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,821 | $2,302-20.9% | $3,108-41.4% | $3,470-47.5% |
| Admin fee / account holder | $1,931 | $4,221-54.3% | $5,059-61.8% | $4,887-60.5% |