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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 | $25,212 | $63,924-60.6% | $108,582-76.8% | $55,167-54.3% |
| Participation rate | 60.7% | 74.3%-13.6pp | 79.6%-18.8pp | 69.0%-8.2pp |
| Annual return | 10.46% | 15.31%-4.8pp | -51.70%+62.2pp | 169.23%-158.8pp |
| Employer contribution / active EE | $305 | $1,879-83.8% | $3,758-91.9% | $1,963-84.5% |
| Participant deferral / active EE | $2,567 | $3,067-16.3% | $4,311-40.5% | $3,054-16.0% |
| Admin fee / account holder | $1,189 | $618+92.4% | $7,645-84.5% | $504+135.9% |