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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 | $12,775 | $61,390-79.2% | $112,228-88.6% | $75,177-83.0% |
| Participation rate | 40.4% | 61.6%-21.2pp | 72.4%-32.0pp | 67.2%-26.8pp |
| Annual return | 42.14% | 28.47%+13.7pp | 30.23%+11.9pp | 160.75%-118.6pp |
| Employer contribution / active EE | $447 | $2,015-77.8% | $3,432-87.0% | $2,671-83.3% |
| Participant deferral / active EE | $1,268 | $3,108-59.2% | $4,800-73.6% | $4,126-69.3% |
| Admin fee / account holder | $484 | $4,862-90.0% | $7,752-93.8% | $5,651-91.4% |