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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 | $26,465 | $94,529-72.0% | $140,019-81.1% | $64,173-58.8% |
| Participation rate | 64.7% | 84.1%-19.4pp | 87.5%-22.8pp | 69.6%-4.9pp |
| Annual return | 28.05% | 7.77%+20.3pp | 651.17%-623.1pp | 7.63%+20.4pp |
| Employer contribution / active EE | $1,046 | $3,812-72.6% | $5,605-81.3% | $2,381-56.1% |
| Participant deferral / active EE | $5,569 | $5,250+6.1% | $6,927-19.6% | $3,470+60.5% |
| Admin fee / account holder | $721 | $6,741-89.3% | $10,705-93.3% | $4,887-85.3% |