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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 | $26,809 | $96,289-72.2% | $213,469-87.4% | $87,485-69.4% |
| Participation rate | 47.8% | 69.6%-21.8pp | 77.1%-29.3pp | 68.9%-21.1pp |
| Annual return | 18.24% | 17.78%+0.5pp | 20.58%-2.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,109 | $4,750-34.5% | $6,841-54.5% | $4,274-27.2% |
| Admin fee / account holder | $2,214 | $9,670-77.1% | $27,141-91.8% | $7,775-71.5% |