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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 | $20,631 | $54,717-62.3% | $86,209-76.1% | $71,495-71.1% |
| Participation rate | 62.9% | 60.1%+2.8pp | 69.0%-6.1pp | 67.9%-5.1pp |
| Annual return | 14.18% | 20.07%-5.9pp | 1169.05%-1154.9pp | 28.85%-14.7pp |
| Employer contribution / active EE | $281 | $1,267-77.8% | $2,381-88.2% | $2,589-89.1% |
| Participant deferral / active EE | $1,462 | $3,110-53.0% | $3,986-63.3% | $4,291-65.9% |
| Admin fee / account holder | $755 | $1,922-60.7% | $6,853-89.0% | $1,588-52.4% |