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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 | $26,108 | $114,712-77.2% | $173,730-85.0% | $87,485-70.2% |
| Participation rate | 35.7% | 73.0%-37.3pp | 79.6%-43.9pp | 68.9%-33.2pp |
| Annual return | 13.93% | 20.18%-6.3pp | 19.96%-6.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $50 | $2,904-98.3% | $4,577-98.9% | $2,596-98.1% |
| Participant deferral / active EE | $3,509 | $4,642-24.4% | $6,326-44.5% | $4,274-17.9% |
| Admin fee / account holder | $2,160 | $10,210-78.8% | $17,523-87.7% | $7,775-72.2% |