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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 | $85,515-84.6% | $112,040-88.2% | $67,986-80.6% |
| Participation rate | 51.4% | 68.2%-16.8pp | 76.5%-25.1pp | 57.2%-5.8pp |
| Annual return | 42.96% | 29.68%+13.3pp | 24.52%+18.4pp | 31.67%+11.3pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,838 | $4,014-54.2% | $5,098-63.9% | $3,358-45.3% |
| Admin fee / account holder | $999 | $3,774-73.5% | $12,098-91.7% | $3,203-68.8% |