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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 | $17,859 | $58,726-69.6% | $92,240-80.6% | $62,293-71.3% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.5%-7.9pp | 69.5%-0.9pp |
| Annual return | 20.10% | 43.62%-23.5pp | 176.29%-156.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $423 | $2,392-82.3% | $3,680-88.5% | $2,042-79.3% |
| Participant deferral / active EE | $1,692 | $2,766-38.8% | $3,897-56.6% | $3,169-46.6% |
| Admin fee / account holder | $1,347 | $556+142.0% | $5,194-74.1% | $479+180.9% |