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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 | $21,288 | $50,947-58.2% | $74,551-71.4% | $64,173-66.8% |
| Participation rate | 54.1% | 61.1%-7.0pp | 69.1%-15.1pp | 69.6%-15.5pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,101 | $2,302-52.1% | $3,108-64.6% | $3,470-68.3% |
| Admin fee / account holder | $1,584 | $4,221-62.5% | $5,059-68.7% | $4,887-67.6% |