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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 | $10,413 | $39,028-73.3% | $80,741-87.1% | $85,847-87.9% |
| Participation rate | 61.5% | 41.6%+20.0pp | 54.2%+7.4pp | 69.3%-7.8pp |
| Annual return | 13.93% | 26.31%-12.4pp | 87.30%-73.4pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,027 | $1,326-22.5% | $2,145-52.1% | $3,952-74.0% |
| Admin fee / account holder | $384 | $2,429-84.2% | $3,380-88.7% | $6,261-93.9% |