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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 | $26,414 | $78,423-66.3% | $95,964-72.5% | $79,856-66.9% |
| Participation rate | 68.4% | 73.5%-5.1pp | 77.1%-8.7pp | 69.6%-1.2pp |
| Annual return | 17.10% | 19.37%-2.3pp | 91.64%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $345 | $1,945-82.3% | $2,541-86.4% | $2,471-86.0% |
| Participant deferral / active EE | $1,678 | $3,440-51.2% | $4,167-59.7% | $3,741-55.1% |
| Admin fee / account holder | $939 | $5,622-83.3% | $6,797-86.2% | $5,306-82.3% |