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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 | $9,248 | $29,507-68.7% | $56,025-83.5% | $77,762-88.1% |
| Participation rate | 8.5% | 32.7%-24.2pp | 52.5%-44.0pp | 70.6%-62.0pp |
| Annual return | 12.71% | 18.90%-6.2pp | 1712.69%-1700.0pp | 31.27%-18.6pp |
| Employer contribution / active EE | $72 | $570-87.3% | $1,042-93.1% | $2,728-97.3% |
| Participant deferral / active EE | $290 | $1,062-72.7% | $1,955-85.2% | $4,651-93.8% |
| Admin fee / account holder | $4,294 | $1,041+312.6% | $2,828+51.8% | $433+891.9% |