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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 | $41,154 | $121,719-66.2% | $210,053-80.4% | $116,462-64.7% |
| Participation rate | 55.8% | 76.0%-20.1pp | 80.8%-24.9pp | 74.7%-18.8pp |
| Annual return | 11.88% | 14.29%-2.4pp | 232.76%-220.9pp | 15.65%-3.8pp |
| Employer contribution / active EE | $562 | $2,386-76.5% | $4,521-87.6% | $3,231-82.6% |
| Participant deferral / active EE | $2,485 | $3,917-36.5% | $4,238-41.4% | $3,836-35.2% |
| Admin fee / account holder | $5,383 | $13,730-60.8% | $16,990-68.3% | $12,754-57.8% |