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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 | $38,301 | $50,947-24.8% | $74,551-48.6% | $64,173-40.3% |
| Participation rate | 68.6% | 61.1%+7.5pp | 69.1%-0.6pp | 69.6%-1.0pp |
| Annual return | -7.65% | -1.85%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,350 | $2,302+2.1% | $3,108-24.4% | $3,470-32.3% |
| Admin fee / account holder | $415 | $4,221-90.2% | $5,059-91.8% | $4,887-91.5% |