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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 | $22,090 | $124,346-82.2% | $111,306-80.2% | $167,553-86.8% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 44.88% | 37.46%+7.4pp | 54.67%-9.8pp | 478.89%-434.0pp |
| Employer contribution / active EE | $687 | $3,438-80.0% | $2,732-74.9% | $4,840-85.8% |
| Participant deferral / active EE | $1,990 | $5,182-61.6% | $4,488-55.7% | $6,343-68.6% |
| Admin fee / account holder | $725 | $10,623-93.2% | $7,966-90.9% | $12,316-94.1% |