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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 | $33,057 | $123,793-73.3% | $177,848-81.4% | $79,856-58.6% |
| Participation rate | 69.5% | 84.7%-15.1pp | 87.7%-18.2pp | 69.6%-0.1pp |
| Annual return | 18.70% | 22.82%-4.1pp | 48.33%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,220 | $4,095-70.2% | $5,919-79.4% | $2,471-50.7% |
| Participant deferral / active EE | $3,379 | $5,956-43.3% | $7,714-56.2% | $3,741-9.7% |
| Admin fee / account holder | $659 | $7,243-90.9% | $12,431-94.7% | $5,306-87.6% |