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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 | $30,572 | $72,388-57.8% | $111,392-72.6% | $64,173-52.4% |
| Participation rate | 63.2% | 70.5%-7.4pp | 78.9%-15.7pp | 69.6%-6.4pp |
| Annual return | -3.50% | -1.50%-2.0pp | -2.06%-1.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,463 | $4,241-18.3% | $5,567-37.8% | $3,470-0.2% |
| Admin fee / account holder | $3,362 | $5,719-41.2% | $12,266-72.6% | $4,887-31.2% |