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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 | $10,883 | $55,902-80.5% | $76,030-85.7% | $80,959-86.6% |
| Participation rate | 60.6% | 62.1%-1.4pp | 69.1%-8.4pp | 67.7%-7.0pp |
| Annual return | 15.16% | 20.59%-5.4pp | 361.54%-346.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $60 | $1,867-96.8% | $2,688-97.8% | $2,757-97.8% |
| Participant deferral / active EE | $1,593 | $3,051-47.8% | $4,257-62.6% | $4,300-63.0% |
| Admin fee / account holder | $3,602 | $5,239-31.2% | $6,421-43.9% | $6,925-48.0% |