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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 | $26,600 | $91,760-71.0% | $156,181-83.0% | $67,986-60.9% |
| Participation rate | 53.0% | 65.0%-12.0pp | 78.8%-25.8pp | 57.2%-4.2pp |
| Annual return | 13.64% | 18.14%-4.5pp | 64.87%-51.2pp | 31.67%-18.0pp |
| Employer contribution / active EE | $196 | $2,419-91.9% | $4,294-95.4% | $2,019-90.3% |
| Participant deferral / active EE | $2,182 | $3,960-44.9% | $6,132-64.4% | $3,358-35.0% |
| Admin fee / account holder | $4,147 | $3,949+5.0% | $14,586-71.6% | $3,203+29.4% |