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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 | $28,479 | $52,911-46.2% | $73,309-61.2% | $59,633-52.2% |
| Participation rate | 42.4% | 68.2%-25.8pp | 74.9%-32.5pp | 68.7%-26.2pp |
| Annual return | -0.26% | 12.20%-12.5pp | 5.67%-5.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,499 | $4,069-38.6% | $4,991-49.9% | $3,192-21.7% |
| Admin fee / account holder | $1,184 | $3,835-69.1% | $5,635-79.0% | $4,297-72.5% |