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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 | $15,214 | $70,486-78.4% | $100,528-84.9% | $79,852-80.9% |
| Participation rate | 41.3% | 73.6%-32.3pp | 79.4%-38.1pp | 69.6%-28.3pp |
| Annual return | 28.69% | 21.90%+6.8pp | 30.90%-2.2pp | 31.72%-3.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,479 | $5,182-52.2% | $6,271-60.5% | $3,740-33.7% |
| Admin fee / account holder | $2,059 | $4,480-54.0% | $8,084-74.5% | $5,306-61.2% |