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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 | $12,941 | $102,595-87.4% | $94,057-86.2% | $154,746-91.6% |
| Participation rate | 5.6% | 76.0%-70.4pp | 73.3%-67.8pp | 80.7%-75.1pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $267 | $3,147-91.5% | $2,933-90.9% | $4,379-93.9% |
| Participant deferral / active EE | $1,306 | $5,118-74.5% | $4,709-72.3% | $6,730-80.6% |
| Admin fee / account holder | $15,162 | $7,736+96.0% | $7,244+109.3% | $14,365+5.5% |