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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 | $98,547-82.0% | $216,567-91.8% | $69,733-74.5% |
| Participation rate | 31.0% | 68.4%-37.3pp | 81.6%-50.6pp | 62.5%-31.4pp |
| Annual return | 104.17% | 14.25%+89.9pp | 12.94%+91.2pp | 15.22%+88.9pp |
| Employer contribution / active EE | $369 | $2,660-86.1% | $5,216-92.9% | $2,250-83.6% |
| Participant deferral / active EE | $1,705 | $3,496-51.2% | $6,191-72.5% | $3,054-44.2% |
| Admin fee / account holder | $2,481 | $4,094-39.4% | $21,981-88.7% | $3,102-20.0% |