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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 | $108,825-78.6% | $156,181-85.1% | $82,448-71.8% |
| Participation rate | 44.0% | 72.4%-28.4pp | 78.8%-34.8pp | 68.1%-24.1pp |
| Annual return | 15.64% | 20.59%-5.0pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $593 | $2,870-79.3% | $4,294-86.2% | $2,551-76.8% |
| Participant deferral / active EE | $2,464 | $4,577-46.2% | $6,132-59.8% | $4,139-40.5% |
| Admin fee / account holder | $6,836 | $9,341-26.8% | $14,586-53.1% | $7,234-5.5% |