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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 | $28,361 | $181,896-84.4% | $156,551-81.9% | $273,972-89.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 12.98% | 30.74%-17.8pp | 32.23%-19.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,216 | $6,248-80.5% | $5,501-77.9% | $4,869-75.0% |
| Participant deferral / active EE | $5,543 | $5,550-0.1% | $4,871+13.8% | $5,287+4.8% |
| Admin fee / account holder | $653 | $15,560-95.8% | $13,028-95.0% | $10,133-93.6% |