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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 | $97,648-69.6% | $121,663-75.6% | $87,485-66.1% |
| Participation rate | 55.3% | 70.5%-15.2pp | 74.5%-19.2pp | 68.9%-13.7pp |
| Annual return | 16.22% | 18.03%-1.8pp | 147.54%-131.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $579 | $2,300-74.8% | $3,020-80.8% | $2,596-77.7% |
| Participant deferral / active EE | $2,538 | $3,923-35.3% | $4,887-48.1% | $4,274-40.6% |
| Admin fee / account holder | $560 | $11,100-95.0% | $14,289-96.1% | $7,775-92.8% |