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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 | $16,914 | $93,598-81.9% | $135,974-87.6% | $75,173-77.5% |
| Participation rate | 40.8% | 75.2%-34.4pp | 81.9%-41.1pp | 67.2%-26.4pp |
| Annual return | 30.96% | 30.89%+0.1pp | 68.30%-37.3pp | 160.72%-129.8pp |
| Employer contribution / active EE | $640 | $3,538-81.9% | $4,859-86.8% | $2,671-76.0% |
| Participant deferral / active EE | $2,848 | $6,405-55.5% | $7,760-63.3% | $4,126-31.0% |
| Admin fee / account holder | $1,450 | $6,978-79.2% | $10,767-86.5% | $5,651-74.3% |