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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 | $28,745 | $76,112-62.2% | $96,534-70.2% | $71,511-59.8% |
| Participation rate | 43.8% | 74.4%-30.6pp | 76.0%-32.1pp | 67.9%-24.1pp |
| Annual return | 24.16% | 22.81%+1.4pp | 25.88%-1.7pp | 28.86%-4.7pp |
| Employer contribution / active EE | $255 | $2,248-88.7% | $2,965-91.4% | $2,589-90.2% |
| Participant deferral / active EE | $2,505 | $4,217-40.6% | $4,851-48.4% | $4,291-41.6% |
| Admin fee / account holder | $1,523 | $2,708-43.8% | $8,253-81.6% | $1,588-4.1% |