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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 | $27,169 | $83,485-67.5% | $125,195-78.3% | $72,976-62.8% |
| Participation rate | 46.3% | 73.3%-27.0pp | 79.8%-33.5pp | 69.5%-23.2pp |
| Annual return | 26.56% | 25.77%+0.8pp | 43.79%-17.2pp | 81.02%-54.5pp |
| Employer contribution / active EE | $543 | $2,346-76.8% | $3,866-85.9% | $2,440-77.7% |
| Participant deferral / active EE | $2,102 | $3,586-41.4% | $4,937-57.4% | $3,608-41.7% |
| Admin fee / account holder | $3,888 | $5,518-29.5% | $9,704-59.9% | $5,124-24.1% |