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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 | $29,671 | $94,031-68.4% | $115,768-74.4% | $82,448-64.0% |
| Participation rate | 55.3% | 70.4%-15.2pp | 74.4%-19.1pp | 68.1%-12.8pp |
| Annual return | 16.22% | 20.61%-4.4pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $579 | $2,323-75.1% | $2,940-80.3% | $2,551-77.3% |
| Participant deferral / active EE | $2,538 | $3,972-36.1% | $4,917-48.4% | $4,139-38.7% |
| Admin fee / account holder | $560 | $10,249-94.5% | $12,439-95.5% | $7,234-92.3% |