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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 | $23,260 | $114,712-79.7% | $173,730-86.6% | $87,485-73.4% |
| Participation rate | 44.0% | 73.0%-29.0pp | 79.6%-35.6pp | 68.9%-24.9pp |
| Annual return | 15.64% | 20.18%-4.5pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $593 | $2,904-79.6% | $4,577-87.0% | $2,596-77.2% |
| Participant deferral / active EE | $2,464 | $4,642-46.9% | $6,326-61.1% | $4,274-42.3% |
| Admin fee / account holder | $6,836 | $10,210-33.0% | $17,523-61.0% | $7,775-12.1% |