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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 | $31,011 | $149,446-79.2% | $256,809-87.9% | $94,015-67.0% |
| Participation rate | 41.0% | 85.3%-44.3pp | 88.5%-47.5pp | 70.8%-29.8pp |
| Annual return | 31.21% | 17.55%+13.7pp | 32.73%-1.5pp | 17.84%+13.4pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,360 | $6,491-48.2% | $9,520-64.7% | $4,249-20.9% |
| Admin fee / account holder | $539 | $24,035-97.8% | $25,146-97.9% | $8,951-94.0% |