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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 | $32,284 | $95,404-66.2% | $113,397-71.5% | $82,637-60.9% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.5%-9.2pp | 68.1%-0.8pp |
| Annual return | 15.87% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $588 | $2,307-74.5% | $2,977-80.2% | $2,552-77.0% |
| Participant deferral / active EE | $2,019 | $4,220-52.1% | $5,076-60.2% | $4,126-51.1% |
| Admin fee / account holder | $1,352 | $9,168-85.3% | $11,957-88.7% | $7,339-81.6% |