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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 | $25,060 | $78,707-68.2% | $117,861-78.7% | $70,126-64.3% |
| Participation rate | 67.6% | 73.2%-5.5pp | 79.7%-12.0pp | 69.5%-1.9pp |
| Annual return | 13.65% | 23.30%-9.7pp | 335.11%-321.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $198 | $2,223-91.1% | $3,786-94.8% | $2,343-91.5% |
| Participant deferral / active EE | $2,200 | $3,297-33.3% | $4,482-50.9% | $3,332-34.0% |
| Admin fee / account holder | $1,628 | $5,066-67.9% | $8,021-79.7% | $4,645-65.0% |