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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 | $5,702 | $88,815-93.6% | $81,882-93.0% | $145,897-96.1% |
| Participation rate | 35.0% | 75.1%-40.1pp | 72.4%-37.4pp | 80.3%-45.3pp |
| Annual return | 10.51% | 1033.75%-1023.2pp | 779.47%-769.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,089 | $4,647-76.6% | $4,323-74.8% | $6,689-83.7% |
| Admin fee / account holder | $459 | $8,434-94.6% | $7,360-93.8% | $13,390-96.6% |