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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 | $7,267 | $30,437-76.1% | $56,033-87.0% | $74,459-90.2% |
| Participation rate | 12.6% | 32.9%-20.3pp | 52.5%-39.9pp | 67.2%-54.6pp |
| Annual return | 20.50% | 24.96%-4.5pp | 1711.38%-1690.9pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $447 | $1,176-62.0% | $1,954-77.1% | $4,350-89.7% |
| Admin fee / account holder | $1,715 | $2,363-27.4% | $2,827-39.3% | $1,945-11.8% |