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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 | $30,034 | $58,391-48.6% | $76,667-60.8% | $72,976-58.8% |
| Participation rate | 67.3% | 67.4%0pp | 72.1%-4.8pp | 69.5%-2.1pp |
| Annual return | 16.66% | 2306.65%-2290.0pp | 1166.74%-1150.1pp | 81.02%-64.4pp |
| Employer contribution / active EE | $279 | $1,787-84.4% | $2,303-87.9% | $2,440-88.6% |
| Participant deferral / active EE | $1,637 | $2,690-39.1% | $3,336-50.9% | $3,608-54.6% |
| Admin fee / account holder | $1,625 | $4,014-59.5% | $6,423-74.7% | $5,124-68.3% |