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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 | $95,404-76.3% | $113,397-80.1% | $82,637-72.6% |
| Participation rate | 40.6% | 72.8%-32.2pp | 76.5%-35.9pp | 68.1%-27.5pp |
| Annual return | 13.59% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $603 | $2,307-73.8% | $2,977-79.7% | $2,552-76.4% |
| Participant deferral / active EE | $1,986 | $4,220-52.9% | $5,076-60.9% | $4,126-51.9% |
| Admin fee / account holder | $2,812 | $9,168-69.3% | $11,957-76.5% | $7,339-61.7% |