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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 | $44,939 | $254,759-82.4% | $216,567-79.2% | $198,609-77.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 81.6%-48.3pp | 82.4%-49.0pp |
| Annual return | 19.80% | 10.04%+9.8pp | 12.94%+6.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $872 | $6,096-85.7% | $5,216-83.3% | $5,055-82.7% |
| Participant deferral / active EE | $4,194 | $6,948-39.6% | $6,191-32.3% | $6,977-39.9% |
| Admin fee / account holder | $4,164 | $26,311-84.2% | $21,981-81.1% | $19,030-78.1% |