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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 | $27,222 | $86,949-68.7% | $102,460-73.4% | $80,959-66.4% |
| Participation rate | 56.9% | 72.4%-15.5pp | 76.5%-19.6pp | 67.7%-10.7pp |
| Annual return | 16.16% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $351 | $2,370-85.2% | $3,025-88.4% | $2,757-87.3% |
| Participant deferral / active EE | $1,910 | $4,121-53.7% | $5,056-62.2% | $4,300-55.6% |
| Admin fee / account holder | $2,714 | $8,048-66.3% | $9,460-71.3% | $6,925-60.8% |