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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 | $83,369-68.8% | $105,223-75.3% | $67,986-61.7% |
| Participation rate | 59.2% | 56.3%+2.9pp | 75.0%-15.8pp | 57.2%+2.0pp |
| Annual return | 13.72% | 24.64%-10.9pp | 180.65%-166.9pp | 31.67%-17.9pp |
| Employer contribution / active EE | $468 | $2,541-81.6% | $3,689-87.3% | $2,019-76.8% |
| Participant deferral / active EE | $2,129 | $3,295-35.4% | $5,072-58.0% | $3,358-36.6% |
| Admin fee / account holder | $1,530 | $4,073-62.4% | $8,859-82.7% | $3,203-52.2% |