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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 | $25,822 | $83,485-69.1% | $125,195-79.4% | $72,976-64.6% |
| Participation rate | 41.9% | 73.3%-31.4pp | 79.8%-37.9pp | 69.5%-27.6pp |
| Annual return | 135.27% | 25.77%+109.5pp | 43.79%+91.5pp | 81.02%+54.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,415 | $3,586-32.7% | $4,937-51.1% | $3,608-33.1% |
| Admin fee / account holder | $1,092 | $5,518-80.2% | $9,704-88.7% | $5,124-78.7% |