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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 | $33,867 | $50,947-33.5% | $74,551-54.6% | $64,173-47.2% |
| Participation rate | 51.7% | 61.1%-9.4pp | 69.1%-17.5pp | 69.6%-17.9pp |
| Annual return | -6.88% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,946 | $2,302-15.4% | $3,108-37.4% | $3,470-43.9% |
| Admin fee / account holder | $1,849 | $4,221-56.2% | $5,059-63.5% | $4,887-62.2% |