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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 | $23,082 | $102,422-77.5% | $147,117-84.3% | $80,959-71.5% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.7%-19.5pp |
| Annual return | 14.37% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $345 | $3,717-90.7% | $4,932-93.0% | $2,757-87.5% |
| Participant deferral / active EE | $3,992 | $6,652-40.0% | $8,065-50.5% | $4,300-7.2% |
| Admin fee / account holder | $5,332 | $7,953-33.0% | $12,993-59.0% | $6,925-23.0% |