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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 | $23,910 | $93,345-74.4% | $119,126-79.9% | $87,485-72.7% |
| Participation rate | 51.3% | 68.7%-17.5pp | 75.8%-24.5pp | 68.9%-17.6pp |
| Annual return | 12.98% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $708 | $3,172-77.7% | $4,034-82.4% | $2,596-72.7% |
| Participant deferral / active EE | $2,476 | $4,099-39.6% | $5,318-53.4% | $4,274-42.1% |
| Admin fee / account holder | $1,699 | $8,039-78.9% | $10,693-84.1% | $7,775-78.1% |