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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 | $16,020 | $46,688-65.7% | $189,758-91.6% | $69,733-77.0% |
| Participation rate | 23.4% | 61.7%-38.3pp | 79.8%-56.4pp | 62.5%-39.0pp |
| Annual return | 17.15% | 14.35%+2.8pp | 52.62%-35.5pp | 15.22%+1.9pp |
| Employer contribution / active EE | $175 | $1,695-89.7% | $4,767-96.3% | $2,250-92.2% |
| Participant deferral / active EE | $1,023 | $2,143-52.3% | $5,856-82.5% | $3,054-66.5% |
| Admin fee / account holder | $4,857 | $1,700+185.6% | $20,388-76.2% | $3,102+56.6% |