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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 | $29,719 | $181,896-83.7% | $156,551-81.0% | $273,972-89.2% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 6.64% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,253 | $6,248-79.9% | $5,501-77.2% | $4,869-74.3% |
| Participant deferral / active EE | $3,401 | $5,550-38.7% | $4,871-30.2% | $5,287-35.7% |
| Admin fee / account holder | $6,403 | $15,560-58.9% | $13,028-50.9% | $10,133-36.8% |