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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 | $11,754 | $77,920-84.9% | $149,723-92.1% | $75,177-84.4% |
| Participation rate | 25.5% | 65.6%-40.1pp | 78.8%-53.2pp | 67.2%-41.7pp |
| Annual return | 19.28% | 31.72%-12.4pp | 134.50%-115.2pp | 160.75%-141.5pp |
| Employer contribution / active EE | $6 | $3,138-99.8% | $4,821-99.9% | $2,671-99.8% |
| Participant deferral / active EE | $1,187 | $3,411-65.2% | $5,682-79.1% | $4,126-71.2% |
| Admin fee / account holder | $506 | $5,951-91.5% | $13,215-96.2% | $5,651-91.0% |