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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,385 | $60,442-28.2% | $96,754-55.2% | $87,485-50.4% |
| Participation rate | 62.5% | 58.7%+3.8pp | 70.3%-7.8pp | 68.9%-6.4pp |
| Annual return | 12.78% | 21.97%-9.2pp | 82.04%-69.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $113 | $1,691-93.3% | $2,679-95.8% | $2,596-95.7% |
| Participant deferral / active EE | $8,815 | $3,280+168.8% | $4,758+85.3% | $4,274+106.3% |
| Admin fee / account holder | $2,786 | $5,069-45.0% | $8,905-68.7% | $7,775-64.2% |