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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 | $13,817 | $32,425-57.4% | $74,577-81.5% | $55,167-75.0% |
| Participation rate | 25.4% | 54.0%-28.6pp | 68.1%-42.7pp | 69.0%-43.6pp |
| Annual return | 6.62% | 10.63%-4.0pp | 20.47%-13.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $130 | $1,043-87.6% | $2,525-94.9% | $1,963-93.4% |
| Participant deferral / active EE | $649 | $1,995-67.5% | $3,458-81.2% | $3,054-78.8% |
| Admin fee / account holder | $3,833 | $748+412.2% | $4,138-7.4% | $504+660.7% |