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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 | $26,017 | $80,674-67.8% | $119,126-78.2% | $64,340-59.6% |
| Participation rate | 59.2% | 55.2%+4.0pp | 75.8%-16.6pp | 55.2%+4.0pp |
| Annual return | 13.72% | 26.86%-13.1pp | 282.11%-268.4pp | 24.14%-10.4pp |
| Employer contribution / active EE | $468 | $2,564-81.7% | $4,034-88.4% | $1,862-74.8% |
| Participant deferral / active EE | $2,129 | $3,053-30.3% | $5,318-60.0% | $2,980-28.6% |
| Admin fee / account holder | $1,530 | $4,559-66.4% | $10,693-85.7% | $3,703-58.7% |