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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 | $19,151 | $98,766-80.6% | $149,730-87.2% | $79,852-76.0% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.5%-28.8pp | 69.6%-16.0pp |
| Annual return | 41.93% | 27.43%+14.5pp | 276.70%-234.8pp | 31.72%+10.2pp |
| Employer contribution / active EE | $535 | $3,217-83.4% | $4,645-88.5% | $2,471-78.4% |
| Participant deferral / active EE | $4,608 | $5,681-18.9% | $6,843-32.7% | $3,740+23.2% |
| Admin fee / account holder | $392 | $6,052-93.5% | $9,310-95.8% | $5,306-92.6% |