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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 | $26,954 | $181,062-85.1% | $158,223-83.0% | $155,188-82.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 14.00% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $859 | $4,565-81.2% | $4,109-79.1% | $4,248-79.8% |
| Participant deferral / active EE | $2,985 | $6,134-51.3% | $5,467-45.4% | $6,531-54.3% |
| Admin fee / account holder | $1,555 | $18,825-91.7% | $16,047-90.3% | $14,480-89.3% |