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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 | $27,036 | $104,098-74.0% | $140,514-80.8% | $94,015-71.2% |
| Participation rate | 46.2% | 73.7%-27.6pp | 77.8%-31.6pp | 70.8%-24.7pp |
| Annual return | 13.66% | 15.14%-1.5pp | 14.36%-0.7pp | 17.84%-4.2pp |
| Employer contribution / active EE | $431 | $2,388-82.0% | $3,378-87.3% | $2,790-84.6% |
| Participant deferral / active EE | $1,859 | $4,033-53.9% | $4,919-62.2% | $4,249-56.3% |
| Admin fee / account holder | $4,105 | $10,439-60.7% | $13,697-70.0% | $8,951-54.1% |