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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 | $43,907 | $145,431-69.8% | $211,142-79.2% | $87,485-49.8% |
| Participation rate | 66.1% | 84.7%-18.7pp | 87.3%-21.2pp | 68.9%-2.9pp |
| Annual return | 0.00% | 27.21%-27.2pp | 46.84%-46.8pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,287 | $4,662-72.4% | $6,442-80.0% | $2,596-50.4% |
| Participant deferral / active EE | $3,387 | $6,859-50.6% | $9,284-63.5% | $4,274-20.7% |
| Admin fee / account holder | $3,112 | $17,052-81.8% | $19,076-83.7% | $7,775-60.0% |