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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 | $18,613 | $80,992-77.0% | $96,534-80.7% | $75,173-75.2% |
| Participation rate | 35.7% | 71.8%-36.1pp | 76.0%-40.3pp | 67.2%-31.5pp |
| Annual return | 16.83% | 27.05%-10.2pp | 25.88%-9.0pp | 160.72%-143.9pp |
| Employer contribution / active EE | $559 | $2,283-75.5% | $2,965-81.1% | $2,671-79.1% |
| Participant deferral / active EE | $2,797 | $3,929-28.8% | $4,851-42.3% | $4,126-32.2% |
| Admin fee / account holder | $395 | $6,717-94.1% | $8,253-95.2% | $5,651-93.0% |