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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 | $22,604 | $95,453-76.3% | $112,040-79.8% | $82,448-72.6% |
| Participation rate | 40.6% | 72.8%-32.2pp | 76.5%-35.9pp | 68.1%-27.5pp |
| Annual return | 13.59% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $603 | $2,318-74.0% | $2,954-79.6% | $2,551-76.3% |
| Participant deferral / active EE | $1,986 | $4,224-53.0% | $5,098-61.0% | $4,139-52.0% |
| Admin fee / account holder | $2,812 | $9,013-68.8% | $12,098-76.8% | $7,234-61.1% |