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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 | $40,943 | $64,716-36.7% | $112,258-63.5% | $68,495-40.2% |
| Participation rate | 48.4% | 67.2%-18.8pp | 75.1%-26.7pp | 67.9%-19.5pp |
| Annual return | -12.64% | -11.40%-1.2pp | 27.47%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,986 | $3,565-44.3% | $4,728-58.0% | $4,028-50.7% |
| Admin fee / account holder | $19,396 | $5,232+270.7% | $6,411+202.5% | $5,403+259.0% |