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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 | $19,206 | $89,370-78.5% | $141,197-86.4% | $72,976-73.7% |
| Participation rate | 39.7% | 75.1%-35.4pp | 82.5%-42.8pp | 69.5%-29.8pp |
| Annual return | 30.64% | 111.88%-81.2pp | 71.41%-40.8pp | 81.02%-50.4pp |
| Employer contribution / active EE | $564 | $3,115-81.9% | $4,736-88.1% | $2,440-76.9% |
| Participant deferral / active EE | $2,445 | $5,419-54.9% | $6,710-63.6% | $3,608-32.2% |
| Admin fee / account holder | $3,463 | $5,957-41.9% | $10,265-66.3% | $5,124-32.4% |