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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 | $6,051 | $26,936-77.5% | $53,647-88.7% | $71,012-91.5% |
| Participation rate | 41.6% | 21.9%+19.8pp | 56.3%-14.6pp | 58.6%-16.9pp |
| Annual return | 15.66% | 81.59%-65.9pp | 358.33%-342.7pp | 37.67%-22.0pp |
| Employer contribution / active EE | $52 | $335-84.6% | $962-94.6% | $2,348-97.8% |
| Participant deferral / active EE | $413 | $590-30.0% | $1,813-77.2% | $3,246-87.3% |
| Admin fee / account holder | $756 | $2,177-65.3% | $2,460-69.3% | $1,167-35.2% |