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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 | $35,726 | $73,848-51.6% | $143,799-75.2% | $68,486-47.8% |
| Participation rate | 30.8% | 66.7%-35.9pp | 80.3%-49.5pp | 67.9%-37.1pp |
| Annual return | -11.16% | 0.91%-12.1pp | -0.04%-11.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,121 | $3,385-66.9% | $5,638-80.1% | $4,028-72.2% |
| Admin fee / account holder | $2,431 | $5,755-57.8% | $14,677-83.4% | $5,404-55.0% |