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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 | $13,641 | $50,082-72.8% | $93,419-85.4% | $79,852-82.9% |
| Participation rate | 46.3% | 60.9%-14.6pp | 66.8%-20.5pp | 69.6%-23.3pp |
| Annual return | 17.20% | 24.59%-7.4pp | 78.05%-60.8pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,476 | $2,212-33.3% | $3,126-52.8% | $3,740-60.5% |
| Admin fee / account holder | $674 | $3,454-80.5% | $5,230-87.1% | $5,306-87.3% |