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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 | $30,974 | $108,825-71.5% | $156,181-80.2% | $82,448-62.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 21.17% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $375 | $2,870-86.9% | $4,294-91.3% | $2,551-85.3% |
| Participant deferral / active EE | $2,079 | $4,577-54.6% | $6,132-66.1% | $4,139-49.8% |
| Admin fee / account holder | $10,120 | $9,341+8.3% | $14,586-30.6% | $7,234+39.9% |