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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 | $40,166 | $136,307-70.5% | $177,848-77.4% | $73,497-45.3% |
| Participation rate | 25.7% | 86.1%-60.4pp | 87.7%-62.0pp | 70.7%-45.0pp |
| Annual return | 25.00% | 18.68%+6.3pp | 48.33%-23.3pp | 28.51%-3.5pp |
| Employer contribution / active EE | $1,394 | $3,712-62.5% | $5,919-76.5% | $2,270-38.6% |
| Participant deferral / active EE | $3,658 | $5,829-37.2% | $7,714-52.6% | $3,740-2.2% |
| Admin fee / account holder | $357 | $596-40.1% | $12,431-97.1% | $513-30.4% |