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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 | $28,345 | $76,107-62.8% | $96,576-70.7% | $71,495-60.4% |
| Participation rate | 42.3% | 74.4%-32.1pp | 76.0%-33.6pp | 67.9%-25.6pp |
| Annual return | 41.42% | 22.81%+18.6pp | 25.87%+15.5pp | 28.85%+12.6pp |
| Employer contribution / active EE | $718 | $2,247-68.0% | $2,965-75.8% | $2,589-72.3% |
| Participant deferral / active EE | $2,315 | $4,218-45.1% | $4,851-52.3% | $4,291-46.1% |
| Admin fee / account holder | $12,182 | $2,708+349.9% | $8,253+47.6% | $1,588+667.2% |