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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 | $47,733 | $46,697+2.2% | $117,533-59.4% | $68,486-30.3% |
| Participation rate | 39.1% | 56.8%-17.6pp | 70.6%-31.5pp | 67.9%-28.8pp |
| Annual return | -17.14% | -14.52%-2.6pp | 29.77%-46.9pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,259 | $2,637-52.3% | $4,072-69.1% | $4,028-68.8% |
| Admin fee / account holder | $2,771 | $4,023-31.1% | $5,647-50.9% | $5,404-48.7% |