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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,286 | $65,034-65.7% | $90,970-75.5% | $79,856-72.1% |
| Participation rate | 68.1% | 61.6%+6.5pp | 69.0%-0.9pp | 69.6%-1.6pp |
| Annual return | 20.47% | 30.45%-10.0pp | 134.60%-114.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $84 | $1,247-93.2% | $2,122-96.0% | $2,471-96.6% |
| Participant deferral / active EE | $2,576 | $2,512+2.5% | $3,373-23.6% | $3,741-31.1% |
| Admin fee / account holder | $607 | $4,536-86.6% | $5,961-89.8% | $5,306-88.6% |