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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 | $68,435 | $79,867-14.3% | $120,344-43.1% | $64,340+6.4% |
| Participation rate | 32.4% | 63.0%-30.6pp | 76.7%-44.3pp | 55.2%-22.9pp |
| Annual return | 7.09% | 21.10%-14.0pp | 20.30%-13.2pp | 24.14%-17.1pp |
| Employer contribution / active EE | $299 | $1,925-84.5% | $3,020-90.1% | $1,862-84.0% |
| Participant deferral / active EE | $1,710 | $3,593-52.4% | $5,135-66.7% | $2,980-42.6% |
| Admin fee / account holder | $8,911 | $5,039+76.8% | $12,742-30.1% | $3,703+140.7% |