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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 | $8,710 | $76,407-88.6% | $150,298-94.2% | $82,448-89.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 25.84% | 39.99%-14.2pp | 62.79%-36.9pp | 41.64%-15.8pp |
| Employer contribution / active EE | $17 | $2,614-99.4% | $4,154-99.6% | $2,551-99.4% |
| Participant deferral / active EE | $1,172 | $3,214-63.5% | $5,453-78.5% | $4,139-71.7% |
| Admin fee / account holder | $589 | $6,352-90.7% | $14,116-95.8% | $7,234-91.9% |