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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 | $20,977 | $60,349-65.2% | $74,184-71.7% | $62,881-66.6% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 47.17% | 21.38%+25.8pp | 17.74%+29.4pp | 20.14%+27.0pp |
| Employer contribution / active EE | $318 | $1,680-81.1% | $2,370-86.6% | $2,281-86.0% |
| Participant deferral / active EE | $1,368 | $2,856-52.1% | $3,550-61.4% | $3,203-57.3% |
| Admin fee / account holder | $622 | $4,261-85.4% | $5,586-88.9% | $4,296-85.5% |