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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 | $24,358 | $71,878-66.1% | $86,698-71.9% | $68,486-64.4% |
| Participation rate | 52.0% | 72.2%-20.2pp | 76.6%-24.6pp | 67.9%-15.9pp |
| Annual return | -15.46% | 3.53%-19.0pp | 35.95%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,481 | $3,779-34.4% | $4,656-46.7% | $4,028-38.4% |
| Admin fee / account holder | $5,803 | $6,113-5.1% | $7,493-22.6% | $5,404+7.4% |