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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 | $17,249 | $239,571-92.8% | $183,328-90.6% | $137,256-87.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 13.82% | 35.69%-21.9pp | 29.67%-15.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,131 | $6,148-81.6% | $5,055-77.6% | $4,156-72.8% |
| Participant deferral / active EE | $2,860 | $7,995-64.2% | $6,795-57.9% | $6,407-55.4% |
| Admin fee / account holder | $10,756 | $30,059-64.2% | $21,427-49.8% | $12,270-12.3% |