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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 | $109,620-72.9% | $148,496-80.0% | $94,015-68.4% |
| Participation rate | 55.3% | 71.3%-16.0pp | 76.0%-20.8pp | 70.8%-15.6pp |
| Annual return | 16.22% | 17.54%-1.3pp | 12.33%+3.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $579 | $2,618-77.9% | $3,497-83.4% | $2,790-79.2% |
| Participant deferral / active EE | $2,538 | $3,831-33.7% | $4,808-47.2% | $4,249-40.3% |
| Admin fee / account holder | $560 | $10,050-94.4% | $19,547-97.1% | $8,951-93.7% |