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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 | $2,703 | $69,118-96.1% | $53,647-95.0% | $138,895-98.1% |
| Participation rate | 61.9% | 64.0%-2.1pp | 56.3%+5.6pp | 79.9%-18.0pp |
| Annual return | 10.50% | 248.26%-237.8pp | 358.33%-347.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,051 | $2,274-53.8% | $1,813-42.0% | $6,396-83.6% |
| Admin fee / account holder | $519 | $2,724-80.9% | $2,460-78.9% | $12,562-95.9% |