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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 | $30,091 | $105,284-71.4% | $150,734-80.0% | $94,015-68.0% |
| Participation rate | 57.7% | 71.7%-14.0pp | 78.4%-20.8pp | 70.8%-13.1pp |
| Annual return | 21.26% | 15.67%+5.6pp | 600.81%-579.5pp | 17.84%+3.4pp |
| Employer contribution / active EE | $658 | $3,599-81.7% | $4,918-86.6% | $2,790-76.4% |
| Participant deferral / active EE | $3,386 | $4,274-20.8% | $5,610-39.6% | $4,249-20.3% |
| Admin fee / account holder | $979 | $9,839-90.1% | $14,905-93.4% | $8,951-89.1% |