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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 | $22,668 | $78,428-71.1% | $95,960-76.4% | $79,852-71.6% |
| Participation rate | 53.2% | 73.5%-20.3pp | 77.1%-23.9pp | 69.6%-16.5pp |
| Annual return | 14.37% | 19.37%-5.0pp | 91.63%-77.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $230 | $1,945-88.2% | $2,541-91.0% | $2,471-90.7% |
| Participant deferral / active EE | $1,866 | $3,440-45.7% | $4,167-55.2% | $3,740-50.1% |
| Admin fee / account holder | $3,338 | $5,622-40.6% | $6,797-50.9% | $5,306-37.1% |