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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 | $95,404-70.1% | $113,397-74.8% | $82,637-65.4% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.5%-38.7pp | 68.1%-30.3pp |
| Annual return | 14.88% | 19.08%-4.2pp | 23.20%-8.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $676 | $2,307-70.7% | $2,977-77.3% | $2,552-73.5% |
| Participant deferral / active EE | $2,793 | $4,220-33.8% | $5,076-45.0% | $4,126-32.3% |
| Admin fee / account holder | $419 | $9,168-95.4% | $11,957-96.5% | $7,339-94.3% |