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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 | $10,292 | $39,028-73.6% | $80,741-87.3% | $85,847-88.0% |
| Participation rate | 20.6% | 41.6%-21.0pp | 54.2%-33.6pp | 69.3%-48.7pp |
| Annual return | 15.16% | 26.31%-11.2pp | 87.30%-72.1pp | 318.61%-303.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,227 | $1,326-7.4% | $2,145-42.8% | $3,952-68.9% |
| Admin fee / account holder | $1,517 | $2,429-37.6% | $3,380-55.1% | $6,261-75.8% |