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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 | $7,958 | $100,203-92.1% | $85,240-90.7% | $145,897-94.5% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 12.43% | 84.28%-71.8pp | 66.75%-54.3pp | 552.29%-539.9pp |
| Employer contribution / active EE | $201 | $3,242-93.8% | $2,735-92.7% | $4,663-95.7% |
| Participant deferral / active EE | $1,110 | $5,299-79.1% | $4,527-75.5% | $6,689-83.4% |
| Admin fee / account holder | $1,486 | $7,265-79.6% | $6,165-75.9% | $13,390-88.9% |