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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 | $37,562 | $167,415-77.6% | $140,514-73.3% | $198,609-81.1% |
| Participation rate | 25.0% | 80.9%-55.9pp | 77.8%-52.8pp | 82.4%-57.4pp |
| Annual return | 10.01% | 13.85%-3.8pp | 14.36%-4.3pp | 202.70%-192.7pp |
| Employer contribution / active EE | $483 | $4,088-88.2% | $3,378-85.7% | $5,055-90.4% |
| Participant deferral / active EE | $3,426 | $5,579-38.6% | $4,919-30.3% | $6,977-50.9% |
| Admin fee / account holder | $56,400 | $16,730+237.1% | $13,697+311.8% | $19,030+196.4% |