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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 | $40,640 | $138,385-70.6% | $184,200-77.9% | $80,874-49.7% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.6%-23.2pp |
| Annual return | 22.52% | 20.02%+2.5pp | 28.80%-6.3pp | 35.62%-13.1pp |
| Employer contribution / active EE | $1,497 | $4,849-69.1% | $6,424-76.7% | $2,756-45.7% |
| Participant deferral / active EE | $4,974 | $7,073-29.7% | $9,132-45.5% | $4,297+15.7% |
| Admin fee / account holder | $600 | $10,483-94.3% | $13,907-95.7% | $6,935-91.3% |