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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 | $28,936 | $100,060-71.1% | $149,721-80.7% | $70,126-58.7% |
| Participation rate | 60.7% | 83.6%-22.9pp | 87.1%-26.4pp | 69.5%-8.8pp |
| Annual return | 17.58% | 27.46%-9.9pp | 1501.67%-1484.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $717 | $3,661-80.4% | $5,444-86.8% | $2,343-69.4% |
| Participant deferral / active EE | $2,747 | $4,982-44.9% | $6,568-58.2% | $3,332-17.6% |
| Admin fee / account holder | $2,890 | $8,285-65.1% | $11,282-74.4% | $4,645-37.8% |