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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 | $21,431 | $81,334-73.7% | $113,397-81.1% | $64,097-66.6% |
| Participation rate | 36.9% | 65.6%-28.7pp | 76.5%-39.6pp | 55.2%-18.3pp |
| Annual return | 21.01% | 32.50%-11.5pp | 23.20%-2.2pp | 34.64%-13.6pp |
| Employer contribution / active EE | $290 | $2,077-86.0% | $2,977-90.2% | $1,891-84.6% |
| Participant deferral / active EE | $1,870 | $3,795-50.7% | $5,076-63.2% | $3,080-39.3% |
| Admin fee / account holder | $3,968 | $4,208-5.7% | $11,957-66.8% | $3,454+14.9% |