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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 | $8,042 | $58,627-86.3% | $76,735-89.5% | $82,448-90.2% |
| Participation rate | 59.1% | 63.2%-4.1pp | 69.5%-10.4pp | 68.1%-9.0pp |
| Annual return | 15.54% | 39.10%-23.6pp | 29.77%-14.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,188 | $3,134-62.1% | $4,088-70.9% | $4,139-71.3% |
| Admin fee / account holder | $2,655 | $5,323-50.1% | $7,189-63.1% | $7,234-63.3% |