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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 | $30,371 | $125,797-75.9% | $170,057-82.1% | $75,177-59.6% |
| Participation rate | 53.8% | 83.6%-29.8pp | 87.0%-33.2pp | 67.2%-13.4pp |
| Annual return | 70.69% | 27.20%+43.5pp | 53.42%+17.3pp | 160.75%-90.1pp |
| Employer contribution / active EE | $1,356 | $4,616-70.6% | $6,790-80.0% | $2,671-49.2% |
| Participant deferral / active EE | $3,870 | $6,838-43.4% | $10,411-62.8% | $4,126-6.2% |
| Admin fee / account holder | $392 | $8,177-95.2% | $12,826-96.9% | $5,651-93.1% |