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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 | $24,858 | $198,217-87.5% | $130,788-81.0% | - |
| Participation rate | 65.7% | 59.1%+6.5pp | 70.1%-4.4pp | - |
| Annual return | 12.67% | 9.45%+3.2pp | 386.44%-373.8pp | - |
| Employer contribution / active EE | $499 | $1,858-73.1% | $3,558-86.0% | - |
| Participant deferral / active EE | $2,477 | $3,727-33.5% | $4,137-40.1% | - |
| Admin fee / account holder | $6,733 | $27,022-75.1% | $6,673+0.9% | - |