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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 | $2,761 | $27,639-90.0% | $61,501-95.5% | $68,490-96.0% |
| Participation rate | 42.1% | 39.5%+2.6pp | 52.6%-10.5pp | 67.9%-25.8pp |
| Annual return | 4.62% | -13.19%+17.8pp | 339.04%-334.4pp | -7.85%+12.5pp |
| Employer contribution / active EE | $57 | $696-91.8% | $1,160-95.1% | $2,597-97.8% |
| Participant deferral / active EE | $544 | $1,264-57.0% | $2,125-74.4% | $4,028-86.5% |
| Admin fee / account holder | $419 | $2,012-79.2% | $2,132-80.3% | $5,403-92.2% |