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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 | $27,531 | $86,940-68.3% | $102,434-73.1% | $80,935-66.0% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 13.77% | 18.89%-5.1pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $489 | $2,370-79.4% | $3,023-83.8% | $2,757-82.3% |
| Participant deferral / active EE | $2,451 | $4,121-40.5% | $5,055-51.5% | $4,299-43.0% |
| Admin fee / account holder | $3,162 | $8,047-60.7% | $9,462-66.6% | $6,924-54.3% |