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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 | $32,846 | $29,733+10.5% | $56,025-41.4% | $80,959-59.4% |
| Participation rate | 44.0% | 41.7%+2.3pp | 52.5%-8.5pp | 67.7%-23.7pp |
| Annual return | 9.72% | 35.28%-25.6pp | 1712.69%-1703.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $745 | $1,229-39.4% | $1,955-61.9% | $4,300-82.7% |
| Admin fee / account holder | $3,282 | $2,434+34.9% | $2,828+16.1% | $6,925-52.6% |