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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 | $22,465 | $80,983-72.3% | $96,544-76.7% | $75,177-70.1% |
| Participation rate | 25.6% | 71.8%-46.2pp | 76.0%-50.4pp | 67.2%-41.6pp |
| Annual return | 47.00% | 27.05%+19.9pp | 25.88%+21.1pp | 160.75%-113.7pp |
| Employer contribution / active EE | $499 | $2,282-78.1% | $2,966-83.2% | $2,671-81.3% |
| Participant deferral / active EE | $2,672 | $3,929-32.0% | $4,851-44.9% | $4,126-35.2% |
| Admin fee / account holder | $29,042 | $6,717+332.4% | $8,254+251.8% | $5,651+413.9% |