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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 | $8,381 | $102,595-91.8% | $94,057-91.1% | $154,746-94.6% |
| Participation rate | 38.5% | 76.0%-37.5pp | 73.3%-34.9pp | 80.7%-42.2pp |
| Annual return | 17.72% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2 | $3,147-99.9% | $2,933-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $1,116 | $5,118-78.2% | $4,709-76.3% | $6,730-83.4% |
| Admin fee / account holder | $1,065 | $7,736-86.2% | $7,244-85.3% | $14,365-92.6% |