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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 | $20,550 | $95,404-78.5% | $113,397-81.9% | $82,637-75.1% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 20.94% | 19.08%+1.9pp | 23.20%-2.3pp | 53.51%-32.6pp |
| Employer contribution / active EE | $366 | $2,307-84.1% | $2,977-87.7% | $2,552-85.7% |
| Participant deferral / active EE | $2,144 | $4,220-49.2% | $5,076-57.8% | $4,126-48.0% |
| Admin fee / account holder | $430 | $9,168-95.3% | $11,957-96.4% | $7,339-94.1% |