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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 | $21,570 | $91,559-76.4% | $133,978-83.9% | $79,856-73.0% |
| Participation rate | 52.8% | 73.3%-20.5pp | 79.8%-27.0pp | 69.6%-16.8pp |
| Annual return | 16.23% | 61.85%-45.6pp | 45.10%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $502 | $2,384-79.0% | $3,919-87.2% | $2,471-79.7% |
| Participant deferral / active EE | $2,530 | $3,734-32.2% | $5,047-49.9% | $3,741-32.4% |
| Admin fee / account holder | $2,609 | $6,321-58.7% | $8,930-70.8% | $5,306-50.8% |