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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 | $34,211 | $100,060-65.8% | $149,721-77.2% | $70,126-51.2% |
| Participation rate | 60.8% | 83.6%-22.8pp | 87.1%-26.3pp | 69.5%-8.8pp |
| Annual return | 16.74% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $811 | $3,661-77.8% | $5,444-85.1% | $2,343-65.4% |
| Participant deferral / active EE | $3,346 | $4,982-32.8% | $6,568-49.1% | $3,332+0.4% |
| Admin fee / account holder | $1,793 | $8,285-78.4% | $11,282-84.1% | $4,645-61.4% |