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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 | $25,445 | $84,936-70.0% | $111,303-77.1% | $79,393-68.0% |
| Participation rate | 41.0% | 75.9%-34.9pp | 77.3%-36.3pp | 70.7%-29.7pp |
| Annual return | 18.23% | 17.45%+0.8pp | 54.66%-36.4pp | 116.87%-98.6pp |
| Employer contribution / active EE | $289 | $1,979-85.4% | $2,731-89.4% | $2,428-88.1% |
| Participant deferral / active EE | $2,053 | $3,888-47.2% | $4,487-54.2% | $4,046-49.2% |
| Admin fee / account holder | $942 | $537+75.3% | $7,966-88.2% | $627+50.3% |