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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 | $39,124 | $63,156-38.1% | $122,354-68.0% | $62,293-37.2% |
| Participation rate | 60.0% | 60.0%0pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 15.50% | 20.61%-5.1pp | 30.28%-14.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $347 | $1,385-74.9% | $4,051-91.4% | $2,042-83.0% |
| Participant deferral / active EE | $1,358 | $2,321-41.5% | $3,287-58.7% | $3,169-57.2% |
| Admin fee / account holder | $1,157 | $440+163.0% | $5,479-78.9% | $479+141.3% |