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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 | $11,962 | $49,177-75.7% | $79,476-84.9% | $64,181-81.4% |
| Participation rate | 52.6% | 65.0%-12.4pp | 73.3%-20.7pp | 69.6%-16.9pp |
| Annual return | -7.50% | -1.16%-6.3pp | 718.21%-725.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $191 | $2,076-90.8% | $2,800-93.2% | $2,381-92.0% |
| Participant deferral / active EE | $986 | $2,821-65.1% | $3,704-73.4% | $3,470-71.6% |
| Admin fee / account holder | $1,110 | $3,839-71.1% | $5,113-78.3% | $4,887-77.3% |