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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 | $13,185 | $79,867-83.5% | $120,344-89.0% | $64,340-79.5% |
| Participation rate | 51.4% | 63.0%-11.6pp | 76.7%-25.3pp | 55.2%-3.8pp |
| Annual return | 42.96% | 21.10%+21.9pp | 20.30%+22.7pp | 24.14%+18.8pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,838 | $3,593-48.9% | $5,135-64.2% | $2,980-38.3% |
| Admin fee / account holder | $999 | $5,039-80.2% | $12,742-92.2% | $3,703-73.0% |