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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 | $27,900 | $80,705-65.4% | $115,768-75.9% | $67,986-59.0% |
| Participation rate | 62.6% | 63.0%-0.4pp | 74.4%-11.8pp | 57.2%+5.4pp |
| Annual return | 19.39% | 18.49%+0.9pp | 100.46%-81.1pp | 31.67%-12.3pp |
| Employer contribution / active EE | $512 | $2,046-75.0% | $2,940-82.6% | $2,019-74.6% |
| Participant deferral / active EE | $2,785 | $3,559-21.7% | $4,917-43.3% | $3,358-17.1% |
| Admin fee / account holder | $1,680 | $4,135-59.4% | $12,439-86.5% | $3,203-47.5% |