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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 | $24,429 | $63,924-61.8% | $108,582-77.5% | $55,167-55.7% |
| Participation rate | 66.1% | 74.3%-8.3pp | 79.6%-13.5pp | 69.0%-2.9pp |
| Annual return | 7.04% | 15.31%-8.3pp | -51.70%+58.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $299 | $1,879-84.1% | $3,758-92.0% | $1,963-84.7% |
| Participant deferral / active EE | $1,938 | $3,067-36.8% | $4,311-55.0% | $3,054-36.5% |
| Admin fee / account holder | $493 | $618-20.1% | $7,645-93.5% | $504-2.1% |