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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 | $76,642 | $83,369-8.1% | $105,223-27.2% | $67,986+12.7% |
| Participation rate | 44.9% | 56.3%-11.4pp | 75.0%-30.2pp | 57.2%-12.3pp |
| Annual return | 11.68% | 24.64%-13.0pp | 180.65%-169.0pp | 31.67%-20.0pp |
| Employer contribution / active EE | $240 | $2,541-90.6% | $3,689-93.5% | $2,019-88.1% |
| Participant deferral / active EE | $2,809 | $3,295-14.8% | $5,072-44.6% | $3,358-16.4% |
| Admin fee / account holder | $12,438 | $4,073+205.4% | $8,859+40.4% | $3,203+288.3% |