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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 | $5,524 | $29,733-81.4% | $56,025-90.1% | $80,959-93.2% |
| Participation rate | 9.3% | 41.7%-32.5pp | 52.5%-43.2pp | 67.7%-58.4pp |
| Annual return | 13.82% | 35.28%-21.5pp | 1712.69%-1698.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $399 | $1,229-67.5% | $1,955-79.6% | $4,300-90.7% |
| Admin fee / account holder | $1,364 | $2,434-44.0% | $2,828-51.8% | $6,925-80.3% |