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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 | $29,701 | $96,289-69.2% | $213,469-86.1% | $87,485-66.0% |
| Participation rate | 30.2% | 69.6%-39.4pp | 77.1%-47.0pp | 68.9%-38.8pp |
| Annual return | 20.53% | 17.78%+2.7pp | 20.58%-0.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $126 | $3,035-95.9% | $4,994-97.5% | $2,596-95.1% |
| Participant deferral / active EE | $3,557 | $4,750-25.1% | $6,841-48.0% | $4,274-16.8% |
| Admin fee / account holder | $1,305 | $9,670-86.5% | $27,141-95.2% | $7,775-83.2% |