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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 | $27,988 | $152,460-81.6% | $118,746-76.4% | $147,586-81.0% |
| Participation rate | 47.1% | 82.3%-35.2pp | 78.3%-31.2pp | 82.8%-35.8pp |
| Annual return | 16.56% | 17.41%-0.8pp | 24.54%-8.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $831 | $5,046-83.5% | $4,193-80.2% | $4,876-83.0% |
| Participant deferral / active EE | $2,455 | $6,212-60.5% | $5,332-54.0% | $5,439-54.9% |
| Admin fee / account holder | $1,506 | $16,953-91.1% | $10,720-85.9% | $10,886-86.2% |