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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 | $86,919-68.3% | $102,457-73.1% | $80,911-66.0% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 13.77% | 18.90%-5.1pp | 29.41%-15.6pp | 35.63%-21.9pp |
| Employer contribution / active EE | $489 | $2,368-79.3% | $3,022-83.8% | $2,756-82.2% |
| Participant deferral / active EE | $2,451 | $4,119-40.5% | $5,054-51.5% | $4,297-43.0% |
| Admin fee / account holder | $3,162 | $8,049-60.7% | $9,451-66.5% | $6,935-54.4% |