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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 | $15,653 | $73,955-78.8% | $96,520-83.8% | $75,181-79.2% |
| Participation rate | 20.5% | 66.4%-45.9pp | 74.3%-53.8pp | 67.2%-46.7pp |
| Annual return | 28.47% | 26.72%+1.7pp | 35.72%-7.3pp | 160.69%-132.2pp |
| Employer contribution / active EE | $595 | $2,930-79.7% | $3,739-84.1% | $2,671-77.7% |
| Participant deferral / active EE | $1,466 | $3,659-59.9% | $4,879-70.0% | $4,126-64.5% |
| Admin fee / account holder | $1,706 | $5,217-67.3% | $6,733-74.7% | $5,650-69.8% |