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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 | $8,346 | $75,541-89.0% | $152,093-94.5% | $82,637-89.9% |
| Participation rate | 20.0% | 66.5%-46.5pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 29.34% | 32.56%-3.2pp | 66.36%-37.0pp | 53.51%-24.2pp |
| Employer contribution / active EE | $93 | $2,622-96.5% | $4,175-97.8% | $2,552-96.4% |
| Participant deferral / active EE | $968 | $3,206-69.8% | $5,451-82.2% | $4,126-76.5% |
| Admin fee / account holder | $1,114 | $6,405-82.6% | $14,497-92.3% | $7,339-84.8% |