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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 | $36,500 | $167,415-78.2% | $140,514-74.0% | $198,609-81.6% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 21.23% | 13.85%+7.4pp | 14.36%+6.9pp | 202.70%-181.5pp |
| Employer contribution / active EE | $350 | $4,088-91.4% | $3,378-89.6% | $5,055-93.1% |
| Participant deferral / active EE | $2,650 | $5,579-52.5% | $4,919-46.1% | $6,977-62.0% |
| Admin fee / account holder | $373 | $16,730-97.8% | $13,697-97.3% | $19,030-98.0% |