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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 | $29,352 | $91,559-67.9% | $133,959-78.1% | $79,858-63.2% |
| Participation rate | 51.1% | 73.3%-22.2pp | 79.8%-28.7pp | 69.6%-18.5pp |
| Annual return | 20.10% | 61.85%-41.8pp | 45.09%-25.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $141 | $2,384-94.1% | $3,919-96.4% | $2,471-94.3% |
| Participant deferral / active EE | $1,997 | $3,734-46.5% | $5,047-60.4% | $3,740-46.6% |
| Admin fee / account holder | $367 | $6,321-94.2% | $8,928-95.9% | $5,306-93.1% |