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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 | $28,554 | $95,453-70.1% | $112,040-74.5% | $82,448-65.4% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.5%-38.7pp | 68.1%-30.3pp |
| Annual return | 14.88% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $676 | $2,318-70.9% | $2,954-77.1% | $2,551-73.5% |
| Participant deferral / active EE | $2,793 | $4,224-33.9% | $5,098-45.2% | $4,139-32.5% |
| Admin fee / account holder | $419 | $9,013-95.4% | $12,098-96.5% | $7,234-94.2% |