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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 | $23,290 | $98,766-76.4% | $149,730-84.4% | $79,852-70.8% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.5%-39.6pp | 69.6%-26.8pp |
| Annual return | 22.29% | 27.43%-5.1pp | 276.70%-254.4pp | 31.72%-9.4pp |
| Employer contribution / active EE | $335 | $3,217-89.6% | $4,645-92.8% | $2,471-86.5% |
| Participant deferral / active EE | $2,851 | $5,681-49.8% | $6,843-58.3% | $3,740-23.8% |
| Admin fee / account holder | $534 | $6,052-91.2% | $9,310-94.3% | $5,306-89.9% |