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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 | $30,816 | $79,184-61.1% | $102,438-69.9% | $74,546-58.7% |
| Participation rate | 60.5% | 74.8%-14.3pp | 76.5%-16.0pp | 67.2%-6.7pp |
| Annual return | 46.34% | 54.95%-8.6pp | 29.37%+17.0pp | 1366.03%-1319.7pp |
| Employer contribution / active EE | $749 | $2,362-68.3% | $3,024-75.2% | $2,624-71.4% |
| Participant deferral / active EE | $2,405 | $4,414-45.5% | $5,054-52.4% | $4,347-44.7% |
| Admin fee / account holder | $1,980 | $2,001-1.1% | $9,448-79.0% | $1,944+1.9% |