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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 | $13,767 | $25,014-45.0% | $69,632-80.2% | $80,959-83.0% |
| Participation rate | 0.0% | 64.2%-64.2pp | 66.4%-66.4pp | 67.7%-67.7pp |
| Annual return | 18.38% | 19.08%-0.7pp | 101.32%-82.9pp | 35.67%-17.3pp |
| Employer contribution / active EE | $265 | $991-73.3% | $1,708-84.5% | $2,757-90.4% |
| Participant deferral / active EE | $1,052 | $1,840-42.8% | $2,889-63.6% | $4,300-75.5% |
| Admin fee / account holder | $1,249 | $2,491-49.8% | $4,695-73.4% | $6,925-82.0% |