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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 | $20,140 | $81,504-75.3% | $102,437-80.3% | $80,959-75.1% |
| Participation rate | 30.2% | 66.9%-36.6pp | 74.5%-44.3pp | 67.7%-37.4pp |
| Annual return | 10.91% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $792 | $3,104-74.5% | $3,871-79.5% | $2,757-71.3% |
| Participant deferral / active EE | $3,314 | $3,871-14.4% | $5,060-34.5% | $4,300-22.9% |
| Admin fee / account holder | $15,159 | $6,719+125.6% | $8,388+80.7% | $6,925+118.9% |