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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 | $8,168 | $70,366-88.4% | $66,674-87.7% | $138,895-94.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 20.27% | 386.41%-366.1pp | 321.24%-301.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,725 | $4,374-60.6% | $4,084-57.8% | $6,396-73.0% |
| Admin fee / account holder | $1,233 | $5,262-76.6% | $5,098-75.8% | $12,562-90.2% |