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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 | $40,941 | $74,535-45.1% | $100,712-59.3% | $82,637-50.5% |
| Participation rate | 63.3% | 61.2%+2.2pp | 69.3%-5.9pp | 68.1%-4.7pp |
| Annual return | 10.78% | 18.92%-8.1pp | 33.27%-22.5pp | 53.51%-42.7pp |
| Employer contribution / active EE | $193 | $1,503-87.1% | $2,313-91.7% | $2,552-92.4% |
| Participant deferral / active EE | $1,471 | $3,074-52.2% | $4,085-64.0% | $4,126-64.4% |
| Admin fee / account holder | $8,093 | $6,576+23.1% | $9,256-12.6% | $7,339+10.3% |