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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 | $23,534 | $76,564-69.3% | $105,582-77.7% | $94,015-75.0% |
| Participation rate | 63.2% | 65.2%-2.0pp | 71.8%-8.6pp | 70.8%-7.7pp |
| Annual return | 13.20% | 20.69%-7.5pp | 18.61%-5.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $250 | $1,995-87.5% | $2,984-91.6% | $2,790-91.0% |
| Participant deferral / active EE | $1,658 | $3,320-50.1% | $4,353-61.9% | $4,249-61.0% |
| Admin fee / account holder | $4,331 | $7,129-39.2% | $12,856-66.3% | $8,951-51.6% |