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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 | $7,483 | $47,105-84.1% | $68,368-89.1% | $67,986-89.0% |
| Participation rate | 22.1% | 51.8%-29.7pp | 73.8%-51.6pp | 57.2%-35.1pp |
| Annual return | 28.68% | 48.37%-19.7pp | 292.57%-263.9pp | 31.67%-3.0pp |
| Employer contribution / active EE | $69 | $1,859-96.3% | $2,649-97.4% | $2,019-96.6% |
| Participant deferral / active EE | $1,248 | $2,374-47.5% | $4,123-69.7% | $3,358-62.8% |
| Admin fee / account holder | $1,484 | $2,435-39.1% | $5,150-71.2% | $3,203-53.7% |