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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 | $18,439 | $108,825-83.1% | $156,181-88.2% | $82,448-77.6% |
| Participation rate | 23.3% | 72.4%-49.0pp | 78.8%-55.5pp | 68.1%-44.7pp |
| Annual return | 17.60% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $749 | $2,870-73.9% | $4,294-82.6% | $2,551-70.6% |
| Participant deferral / active EE | $2,918 | $4,577-36.3% | $6,132-52.4% | $4,139-29.5% |
| Admin fee / account holder | $5,105 | $9,341-45.4% | $14,586-65.0% | $7,234-29.4% |