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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 | $25,796 | $99,633-74.1% | $183,328-85.9% | $82,448-68.7% |
| Participation rate | 43.3% | 70.8%-27.4pp | 77.3%-34.0pp | 68.1%-24.7pp |
| Annual return | 19.01% | 17.84%+1.2pp | 29.67%-10.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $569 | $3,256-82.5% | $5,055-88.7% | $2,551-77.7% |
| Participant deferral / active EE | $2,457 | $4,938-50.2% | $6,795-63.8% | $4,139-40.6% |
| Admin fee / account holder | $437 | $9,934-95.6% | $21,427-98.0% | $7,234-94.0% |