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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 | $28,068 | $59,819-53.1% | $79,583-64.7% | $68,490-59.0% |
| Participation rate | 46.6% | 61.1%-14.5pp | 69.5%-22.9pp | 67.9%-21.3pp |
| Annual return | -16.69% | -12.30%-4.4pp | 0.16%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,236 | $3,025-26.1% | $3,986-43.9% | $4,028-44.5% |
| Admin fee / account holder | $1,404 | $4,835-71.0% | $6,835-79.5% | $5,403-74.0% |