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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 | $79,500 | $63,456+25.3% | $100,712-21.1% | $64,097+24.0% |
| Participation rate | 34.8% | 49.7%-14.8pp | 69.3%-34.4pp | 55.2%-20.4pp |
| Annual return | 12.07% | 19.65%-7.6pp | 33.27%-21.2pp | 34.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,676 | $2,463+8.6% | $4,085-34.5% | $3,080-13.1% |
| Admin fee / account holder | $11,707 | $4,808+143.5% | $9,256+26.5% | $3,454+238.9% |