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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 | $11,193 | $30,423-63.2% | $56,025-80.0% | $74,478-85.0% |
| Participation rate | 25.6% | 32.9%-7.3pp | 52.5%-26.9pp | 67.2%-41.6pp |
| Annual return | 10.98% | 24.97%-14.0pp | 1712.69%-1701.7pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $64 | $610-89.5% | $1,042-93.9% | $2,626-97.6% |
| Participant deferral / active EE | $427 | $1,176-63.7% | $1,955-78.2% | $4,350-90.2% |
| Admin fee / account holder | $719 | $2,363-69.6% | $2,828-74.6% | $1,946-63.0% |