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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 | $70,847 | $49,025+44.5% | $87,502-19.0% | $62,881+12.7% |
| Participation rate | 43.3% | 64.9%-21.5pp | 73.8%-30.5pp | 69.3%-26.0pp |
| Annual return | 2.82% | 10.02%-7.2pp | 12.21%-9.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $882 | $2,289-61.5% | $3,149-72.0% | $3,203-72.5% |
| Admin fee / account holder | $1,305 | $4,065-67.9% | $4,221-69.1% | $4,296-69.6% |