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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 | $6,257 | $27,800-77.5% | $58,561-89.3% | $71,511-91.2% |
| Participation rate | 13.9% | 34.6%-20.7pp | 50.9%-37.0pp | 67.9%-54.0pp |
| Annual return | 31.98% | 26.80%+5.2pp | 4251.33%-4219.3pp | 28.86%+3.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $604 | $1,208-50.0% | $1,923-68.6% | $4,291-85.9% |
| Admin fee / account holder | $926 | $1,637-43.4% | $2,520-63.3% | $1,588-41.7% |