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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 | $18,144 | $108,825-83.3% | $156,181-88.4% | $82,448-78.0% |
| Participation rate | 45.2% | 72.4%-27.2pp | 78.8%-33.7pp | 68.1%-22.9pp |
| Annual return | 21.22% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $547 | $2,870-81.0% | $4,294-87.3% | $2,551-78.6% |
| Participant deferral / active EE | $2,342 | $4,577-48.8% | $6,132-61.8% | $4,139-43.4% |
| Admin fee / account holder | $2,523 | $9,341-73.0% | $14,586-82.7% | $7,234-65.1% |