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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 | $31,686 | $50,947-37.8% | $74,549-57.5% | $64,173-50.6% |
| Participation rate | 57.4% | 61.1%-3.7pp | 69.1%-11.7pp | 69.6%-12.2pp |
| Annual return | -3.53% | -1.85%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,258 | $2,302+41.6% | $3,108+4.8% | $3,470-6.1% |
| Admin fee / account holder | $645 | $4,221-84.7% | $5,059-87.3% | $4,887-86.8% |