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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 | $60,122 | $208,088-71.1% | $186,193-67.7% | $154,746-61.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 12.86% | 89.97%-77.1pp | 78.03%-65.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,516 | $7,078-64.5% | $6,513-61.4% | $6,730-62.6% |
| Admin fee / account holder | $344 | $11,698-97.1% | $11,058-96.9% | $14,365-97.6% |