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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 | $28,365 | $108,825-73.9% | $156,181-81.8% | $82,448-65.6% |
| Participation rate | 56.5% | 72.4%-15.8pp | 78.8%-22.3pp | 68.1%-11.5pp |
| Annual return | 21.51% | 20.59%+0.9pp | 64.87%-43.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $487 | $2,870-83.0% | $4,294-88.6% | $2,551-80.9% |
| Participant deferral / active EE | $2,154 | $4,577-53.0% | $6,132-64.9% | $4,139-48.0% |
| Admin fee / account holder | $4,314 | $9,341-53.8% | $14,586-70.4% | $7,234-40.4% |