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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,617 | $112,686-72.8% | $170,057-82.0% | $80,169-61.8% |
| Participation rate | 67.1% | 87.4%-20.3pp | 87.0%-19.9pp | 72.9%-5.8pp |
| Annual return | 19.57% | 67.04%-47.5pp | 53.42%-33.8pp | 40.39%-20.8pp |
| Employer contribution / active EE | $2,007 | $4,481-55.2% | $6,790-70.4% | $2,978-32.6% |
| Participant deferral / active EE | $3,463 | $7,876-56.0% | $10,411-66.7% | $5,016-31.0% |
| Admin fee / account holder | $381 | $99+284.3% | $12,826-97.0% | $145+162.7% |