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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 | $10,906 | $151,427-92.8% | $112,860-90.3% | $154,746-93.0% |
| Participation rate | 50.0% | 69.1%-19.1pp | 66.3%-16.3pp | 80.7%-30.7pp |
| Annual return | 12.42% | 30.95%-18.5pp | 35.26%-22.8pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $916 | $4,285-78.6% | $3,493-73.8% | $6,730-86.4% |
| Admin fee / account holder | $704 | $7,369-90.5% | $6,841-89.7% | $14,365-95.1% |