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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 | $24,049 | $79,955-69.9% | $98,461-75.6% | $75,173-68.0% |
| Participation rate | 24.4% | 70.4%-45.9pp | 75.2%-50.8pp | 67.2%-42.8pp |
| Annual return | 80.77% | 19.75%+61.0pp | 21.17%+59.6pp | 160.72%-79.9pp |
| Employer contribution / active EE | $369 | $2,264-83.7% | $3,049-87.9% | $2,671-86.2% |
| Participant deferral / active EE | $1,858 | $3,752-50.5% | $4,738-60.8% | $4,126-55.0% |
| Admin fee / account holder | $1,711 | $6,841-75.0% | $8,961-80.9% | $5,651-69.7% |