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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 | $59,879 | $124,980-52.1% | $108,359-44.7% | $154,746-61.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 8.65% | 45.00%-36.3pp | 36.89%-28.2pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,000 | $4,743+153.0% | $4,137+190.1% | $6,730+78.3% |
| Admin fee / account holder | $1,169 | $11,502-89.8% | $9,741-88.0% | $14,365-91.9% |