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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 | $7,391 | $58,627-87.4% | $76,735-90.4% | $82,448-91.0% |
| Participation rate | 16.7% | 63.2%-46.6pp | 69.5%-52.8pp | 68.1%-51.4pp |
| Annual return | 73.51% | 39.10%+34.4pp | 29.77%+43.7pp | 41.64%+31.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,220 | $3,134-61.1% | $4,088-70.2% | $4,139-70.5% |
| Admin fee / account holder | $699 | $5,323-86.9% | $7,189-90.3% | $7,234-90.3% |