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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 | $26,992 | $100,003-73.0% | $146,685-81.6% | $85,856-68.6% |
| Participation rate | 59.5% | 73.1%-13.5pp | 80.1%-20.5pp | 69.3%-9.8pp |
| Annual return | 19.47% | 18.93%+0.5pp | 22.75%-3.3pp | 318.58%-299.1pp |
| Employer contribution / active EE | $364 | $2,559-85.8% | $4,137-91.2% | $2,565-85.8% |
| Participant deferral / active EE | $2,929 | $4,006-26.9% | $5,507-46.8% | $3,952-25.9% |
| Admin fee / account holder | $1,731 | $7,704-77.5% | $10,281-83.2% | $6,261-72.4% |