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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 | $7,819 | $58,311-86.6% | $81,882-90.5% | $80,959-90.3% |
| Participation rate | 39.7% | 63.5%-23.8pp | 72.4%-32.7pp | 67.7%-28.0pp |
| Annual return | 21.80% | 41.85%-20.1pp | 779.47%-757.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,487 | $3,287-54.7% | $4,323-65.6% | $4,300-65.4% |
| Admin fee / account holder | $2,259 | $4,752-52.5% | $7,360-69.3% | $6,925-67.4% |