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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 | $39,062 | $65,364-40.2% | $92,909-58.0% | $72,975-46.5% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 21.43% | 42.11%-20.7pp | 109.44%-88.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $489 | $2,594-81.2% | $3,653-86.6% | $2,440-80.0% |
| Participant deferral / active EE | $2,819 | $3,128-9.9% | $4,238-33.5% | $3,608-21.9% |
| Admin fee / account holder | $1,218 | $4,251-71.3% | $5,795-79.0% | $5,124-76.2% |