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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 | $27,047 | $125,797-78.5% | $170,028-84.1% | $75,181-64.0% |
| Participation rate | 58.3% | 83.6%-25.3pp | 87.0%-28.7pp | 67.2%-8.9pp |
| Annual return | 24.47% | 27.20%-2.7pp | 53.39%-28.9pp | 160.69%-136.2pp |
| Employer contribution / active EE | $1,223 | $4,616-73.5% | $6,788-82.0% | $2,671-54.2% |
| Participant deferral / active EE | $3,804 | $6,838-44.4% | $10,409-63.5% | $4,126-7.8% |
| Admin fee / account holder | $2,512 | $8,177-69.3% | $12,820-80.4% | $5,650-55.5% |