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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 | $28,312 | $90,170-68.6% | $150,734-81.2% | $69,733-59.4% |
| Participation rate | 29.9% | 60.2%-30.4pp | 78.4%-48.6pp | 62.5%-32.6pp |
| Annual return | 9.03% | 16.56%-7.5pp | 600.81%-591.8pp | 15.22%-6.2pp |
| Employer contribution / active EE | $34 | $3,428-99.0% | $4,918-99.3% | $2,250-98.5% |
| Participant deferral / active EE | $1,728 | $3,086-44.0% | $5,610-69.2% | $3,054-43.4% |
| Admin fee / account holder | $6,441 | $4,600+40.0% | $14,905-56.8% | $3,102+107.7% |