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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 | $7,106 | $56,063-87.3% | $76,051-90.7% | $80,911-91.2% |
| Participation rate | 31.0% | 62.0%-31.0pp | 69.1%-38.0pp | 67.6%-36.6pp |
| Annual return | 15.39% | 20.54%-5.2pp | 360.42%-345.0pp | 35.63%-20.2pp |
| Employer contribution / active EE | $246 | $1,874-86.9% | $2,690-90.8% | $2,756-91.1% |
| Participant deferral / active EE | $1,099 | $3,052-64.0% | $4,257-74.2% | $4,297-74.4% |
| Admin fee / account holder | $1,694 | $5,240-67.7% | $6,416-73.6% | $6,935-75.6% |