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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 | $27,336 | $42,909-36.3% | $60,906-55.1% | $68,486-60.1% |
| Participation rate | 62.9% | 66.8%-3.9pp | 73.1%-10.2pp | 67.9%-5.0pp |
| Annual return | -13.85% | -13.99%+0.1pp | 16.94%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,393 | $2,866-16.5% | $3,814-37.3% | $4,028-40.6% |
| Admin fee / account holder | $1,757 | $3,104-43.4% | $3,227-45.5% | $5,404-67.5% |