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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 | $43,784 | $122,063-64.1% | $184,256-76.2% | $74,478-41.2% |
| Participation rate | 64.5% | 85.5%-21.0pp | 86.8%-22.3pp | 67.2%-2.7pp |
| Annual return | 12.60% | 19.92%-7.3pp | 28.85%-16.2pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $549 | $4,539-87.9% | $6,427-91.5% | $2,626-79.1% |
| Participant deferral / active EE | $3,957 | $7,144-44.6% | $9,133-56.7% | $4,350-9.1% |
| Admin fee / account holder | $1,584 | $1,253+26.4% | $13,899-88.6% | $1,946-18.6% |