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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 | $14,289 | $78,423-81.8% | $95,964-85.1% | $79,856-82.1% |
| Participation rate | 36.4% | 73.5%-37.1pp | 77.1%-40.7pp | 69.6%-33.3pp |
| Annual return | 48.04% | 19.37%+28.7pp | 91.64%-43.6pp | 31.71%+16.3pp |
| Employer contribution / active EE | $455 | $1,945-76.6% | $2,541-82.1% | $2,471-81.6% |
| Participant deferral / active EE | $2,290 | $3,440-33.4% | $4,167-45.0% | $3,741-38.8% |
| Admin fee / account holder | $589 | $5,622-89.5% | $6,797-91.3% | $5,306-88.9% |