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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 | $45,466 | $50,947-10.8% | $74,549-39.0% | $64,173-29.2% |
| Participation rate | 60.4% | 61.1%-0.6pp | 69.1%-8.7pp | 69.6%-9.2pp |
| Annual return | -7.08% | -1.85%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,068 | $2,302+33.3% | $3,108-1.3% | $3,470-11.6% |
| Admin fee / account holder | $3,163 | $4,221-25.1% | $5,059-37.5% | $4,887-35.3% |