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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 | $19,184 | $109,359-82.5% | $162,177-88.2% | $72,975-73.7% |
| Participation rate | 69.9% | 84.3%-14.4pp | 87.6%-17.7pp | 69.5%+0.4pp |
| Annual return | 21.23% | 25.46%-4.2pp | 115.60%-94.4pp | 81.01%-59.8pp |
| Employer contribution / active EE | $256 | $3,907-93.4% | $5,613-95.4% | $2,440-89.5% |
| Participant deferral / active EE | $2,578 | $5,481-53.0% | $7,297-64.7% | $3,608-28.6% |
| Admin fee / account holder | $5,721 | $7,972-28.2% | $10,843-47.2% | $5,124+11.6% |