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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 | $19,510 | $82,028-76.2% | $123,105-84.2% | $59,633-67.3% |
| Participation rate | 43.5% | 83.2%-39.7pp | 86.8%-43.2pp | 68.7%-25.1pp |
| Annual return | 9.95% | 5.12%+4.8pp | 13.22%-3.3pp | 2041.45%-2031.5pp |
| Employer contribution / active EE | $399 | $3,297-87.9% | $5,151-92.3% | $2,203-81.9% |
| Participant deferral / active EE | $2,730 | $4,667-41.5% | $6,229-56.2% | $3,192-14.5% |
| Admin fee / account holder | $1,750 | $5,879-70.2% | $9,014-80.6% | $4,297-59.3% |