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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 | $24,185 | $79,955-69.8% | $98,450-75.4% | $75,181-67.8% |
| Participation rate | 61.1% | 70.4%-9.3pp | 75.2%-14.1pp | 67.2%-6.1pp |
| Annual return | 15.42% | 19.75%-4.3pp | 21.16%-5.7pp | 160.69%-145.3pp |
| Employer contribution / active EE | $558 | $2,264-75.4% | $3,049-81.7% | $2,671-79.1% |
| Participant deferral / active EE | $1,767 | $3,752-52.9% | $4,739-62.7% | $4,126-57.2% |
| Admin fee / account holder | $6,482 | $6,841-5.2% | $8,961-27.7% | $5,650+14.7% |