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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 | $25,795 | $100,784-74.4% | $191,597-86.5% | $82,637-68.8% |
| Participation rate | 40.8% | 70.5%-29.6pp | 76.9%-36.1pp | 68.1%-27.2pp |
| Annual return | 19.70% | 18.13%+1.6pp | 27.07%-7.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $955 | $3,102-69.2% | $5,025-81.0% | $2,552-62.6% |
| Participant deferral / active EE | $2,576 | $4,937-47.8% | $6,850-62.4% | $4,126-37.6% |
| Admin fee / account holder | $2,759 | $10,062-72.6% | $22,799-87.9% | $7,339-62.4% |