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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 | $17,775 | $95,904-81.5% | $173,730-89.8% | $64,340-72.4% |
| Participation rate | 31.0% | 60.6%-29.6pp | 79.6%-48.5pp | 55.2%-24.2pp |
| Annual return | 104.17% | 17.47%+86.7pp | 19.96%+84.2pp | 24.14%+80.0pp |
| Employer contribution / active EE | $369 | $2,323-84.1% | $4,577-91.9% | $1,862-80.2% |
| Participant deferral / active EE | $1,705 | $3,488-51.1% | $6,326-73.0% | $2,980-42.8% |
| Admin fee / account holder | $2,481 | $5,089-51.3% | $17,523-85.8% | $3,703-33.0% |