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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 | $22,292 | $42,917-48.1% | $60,899-63.4% | $68,495-67.5% |
| Participation rate | 51.2% | 66.8%-15.6pp | 73.1%-21.9pp | 67.9%-16.7pp |
| Annual return | -2.59% | -13.99%+11.4pp | 16.92%-19.5pp | -7.84%+5.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,631 | $2,867-43.1% | $3,817-57.3% | $4,028-59.5% |
| Admin fee / account holder | $2,794 | $3,102-9.9% | $3,225-13.4% | $5,403-48.3% |