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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 | $21,431 | $79,867-73.2% | $120,344-82.2% | $64,340-66.7% |
| Participation rate | 36.9% | 63.0%-26.1pp | 76.7%-39.8pp | 55.2%-18.3pp |
| Annual return | 21.01% | 21.10%-0.1pp | 20.30%+0.7pp | 24.14%-3.1pp |
| Employer contribution / active EE | $290 | $1,925-84.9% | $3,020-90.4% | $1,862-84.4% |
| Participant deferral / active EE | $1,870 | $3,593-47.9% | $5,135-63.6% | $2,980-37.2% |
| Admin fee / account holder | $3,968 | $5,039-21.3% | $12,742-68.9% | $3,703+7.2% |