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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 | $138,393-70.6% | $184,256-77.9% | $80,959-49.8% |
| Participation rate | 44.4% | 83.9%-39.5pp | 86.8%-42.4pp | 67.7%-23.2pp |
| Annual return | 22.52% | 20.01%+2.5pp | 28.85%-6.3pp | 35.67%-13.1pp |
| Employer contribution / active EE | $1,497 | $4,847-69.1% | $6,427-76.7% | $2,757-45.7% |
| Participant deferral / active EE | $4,974 | $7,076-29.7% | $9,133-45.5% | $4,300+15.7% |
| Admin fee / account holder | $600 | $10,489-94.3% | $13,899-95.7% | $6,925-91.3% |