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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 | $38,759 | $109,620-64.6% | $148,496-73.9% | $94,015-58.8% |
| Participation rate | 41.7% | 71.3%-29.6pp | 76.0%-34.4pp | 70.8%-29.2pp |
| Annual return | 15.79% | 17.54%-1.8pp | 12.33%+3.5pp | 17.84%-2.1pp |
| Employer contribution / active EE | $593 | $2,618-77.3% | $3,497-83.0% | $2,790-78.7% |
| Participant deferral / active EE | $2,632 | $3,831-31.3% | $4,808-45.3% | $4,249-38.1% |
| Admin fee / account holder | $2,191 | $10,050-78.2% | $19,547-88.8% | $8,951-75.5% |