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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 | $28,897 | $116,462-75.2% | $455,481-93.7% | $116,462-75.2% |
| Participation rate | 61.5% | 74.7%-13.2pp | 71.0%-9.5pp | 74.7%-13.2pp |
| Annual return | 18.21% | 15.65%+2.6pp | -2.82%+21.0pp | 15.65%+2.6pp |
| Employer contribution / active EE | $695 | $3,231-78.5% | $5,016-86.1% | $3,231-78.5% |
| Participant deferral / active EE | $2,575 | $3,836-32.9% | $3,583-28.1% | $3,836-32.9% |
| Admin fee / account holder | $3,388 | $12,754-73.4% | $17,461-80.6% | $12,754-73.4% |